Scott Stirling Walker

Senior Portfolio Manager & Partner at Alexandria Capital LLC

Scott Stirling Walker

Scott Stirling Walker

Senior Portfolio Manager & Partner at Alexandria Capital LLC

Overview
RelSci Relationships

217

Number of Boards

1

Number of Awards

2

Relationships
RelSci Relationships are individuals Scott Stirling Walker likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Portfolio Manager & Partner at Alexandria Capital LLC

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Managing Partner & Chief Executive Officer at Alexandria Capital LLC

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Chief Operating Officer & Partner at Alexandria Capital LLC

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Former Senior Vice President & Senior Wealth Advisor at Alexandria Capital LLC

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Managing Partner & Co-Chief Investment Officer at Alexandria Capital LLC

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Principal & Executive Director at Alexandria Capital LLC

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Senior Vice President at Alexandria Capital LLC

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Managing Director at Alexandria Capital LLC

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Associate, Tax at Alexandria Capital LLC

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Former Partner & Director of Research at Alexandria Capital LLC

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In The News
Milwaukee Journal Sentinel (Wisconsin)
May 20, 2018
Badger State vs. Gopher State: Badgers winning
The Wisconsin State Journal
June 11, 2017
GOV COURTS THE SCHOOL VOTE
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Scott Stirling Walker
Senior Portfolio Manager & Partner at Alexandria Capital LLC
Education
Graduate
Class of 1987

The University of Virginia (often abbreviated as UVA, UVa, or Virginia) is a public research university in Charlottesville, Virginia, United States. It was conceived and designed by U.S. President Thomas Jefferson, and established in 1819. UVA's initial Board of Visitors included former Presidents of the United States Thomas Jefferson, James Madison, and James Monroe. Monroe owned the initial site of the University, which was mostly farmland. His law office and farmhouse are now the site of Brown College at Monroe Hill, a residential college at UVA. UVA is one of the eight original Public Ivy universities, and it is the only university campus in the United States that is designated a World Heritage Site by UNESCO. In the 2013 edition of U.S. News and World Report's National University Rankings, the school was listed as America's 2nd best public university; tied with UCLA and surpassed only by UC Berkeley.

Career History
Senior Portfolio Manager & Partner
2012 - Current

Alexandria Capital's recommendations for new investments are typically limited to domestic or foreign debt and equity securities, US municipal and government securities, US registered mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements and options. The primary investment strategy used in client accounts is strategic asset allocation. For most clients, the firm uses a combination of passively-managed index and exchange-traded funds as core investments, along with actively-managed funds where there are opportunities for them to add value. Portfolios are globally diversified among US equities, foreign equities and high-quality fixed income investments in an effort to control risk.

Senior Vice President & Portfolio Manager
2000 - 2011

Alexandria Financial Associates (AFA) employs a total return investment approach that combines active and passive management. They select large-cap equities and REITs and complete their portfolios with a combination of actively-managed and passive mutual funds and ETFs in the following asset classes: mid-cap, small-cap, international equity, real estate and fixed-income. They may also use individual bond and preferred stock holdings.AFA employs fundamental analysis in their selection process for both individual equities and bonds. They focus on a company's balance sheet, income statement and management experience. The firm does not utilize technical analysis to time movements in and out of investments. When selecting mutual funds, AFA uses a strict qualitative and quantitative process to identify the best managers in terms of performance, longevity in manager tenure and consistency in investment policy (minimal style drift).AFA maintains strategic asset allocation, which changes as the client enters different phases of their lives or if particular circumstances change. The firm considers the tax impact and transaction costs of portfolio changes but they do not focus exclusively on these factors when making investment decisions. AFA focuses on identifying investments they believe will perform well over the long-term (typically, three years or greater) rather than over shorter periods.

Professional
Prior

Investors Financial Group LLC is an American private company located in Plymouth, MN. The firm provides investment advice.

Boards & Committees
Member, Investment Committee
2012 - Current

Alexandria Capital's recommendations for new investments are typically limited to domestic or foreign debt and equity securities, US municipal and government securities, US registered mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements and options. The primary investment strategy used in client accounts is strategic asset allocation. For most clients, the firm uses a combination of passively-managed index and exchange-traded funds as core investments, along with actively-managed funds where there are opportunities for them to add value. Portfolios are globally diversified among US equities, foreign equities and high-quality fixed income investments in an effort to control risk.

Political Donations Received
$2,700
2016
$1,000
2016
$5,400
2016
Awards & Honors
CFA (Chartered Financial Analyst)
CFP (Certified Financial Planner)
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