Christine E. Walker, CFP®, CIMA®

Christine E. Walker, CFP®, CIMA®

closeContact Us

Send me a copy of this email

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Ms. Christine Walker, Vice President & Portfolio Manager, has been with Haverford since 2014 and has over 20 years of experience in the finance industry. As a Portfolio Manager, she develops client and advisor relationships and manages investment portfolios.

Education & Certifications

B.A., University of Pennsylvania

Certified Financial Planner™ professional

Certified Investment Management Analyst™ professional designation

Previous Experience

Vice President, Senior Portfolio Manager Drexel Morgan Capital Advisers, Inc.

Vice President and Senior Portfolio Manager BNY Mellon Wealth Management

Investment Representative Lehman Brothers

Senior Principal Millennium Wealth Management

Manager The Vanguard Group

Support Team

Client Service Support Team

Leslie Wentz Investment Officer

Affiliations & Memberships

Board of Directors National Multiple Sclerosis Society, Greater Delaware Valley Chapter

Member Philadelphia Estate Planning Council

Program Committee Member Women in Investing Network of Philadelphia

Member Investment Management Consultants Association

Member Penn Lacrosse Alumni Board

Former Member YMCA Advisory board

Contact

Email

Click here to send an Email

Direct Phone

610.995.8711