Biography

Mr. I. Walker

Managing Partner, Director - Portfolio Management

Mr. Walker was raised and educated in the United Kingdom. He started, managed and eventually sold several businesses in the United States in the early 1990’s. He entered the financial services industry in 1995 as a Financial Advisor at Prudential Bache Securities. At Prudential, he completed the CIMA® designation through the Wharton School of Business at the University of Pennsylvania (Certified Investment Management Analyst®).  In 2001, he transferred his business to Salomon Smith Barney, and there continued his investment management experience by completing multiple Portfolio Management programs and earned the title of Senior Investment Management Specialist. He also holds the Private Investmant Management (PIM)  designation for portfolio management from Wells Fargo Advisors. Mr. Walker founded Arbroath Capital in 2009 to be able to offer his client’s independent wealth advisory and portfolio management services. He holds degree's in Exercise Physiology and Business Finance and holds the FINRA Series 7, 24, 63, and 65 registrations, as well as, Accident/Life/and Health Insurance licenses.

 

The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.