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Joanne Welker joined Benjamin F. Edwards & Co. in 2008 and leads the company’s advisory program effort.

As chief investment officer and manager of Advisory Services, Joanne determines which advisory programs are appropriate for Benjamin F. Edwards & Co. to offer and recommend to clients, and oversees them on an ongoing basis. In addition, she serves as portfolio manager for BFEC’s Mutual Fund Portfolios program. Joanne also acts as portfolio manager for the ETF Portfolios and Russell Model Strategies programs, implementing models provided by Confluence Investment Management, Laffer Associates and Russell Investments.

Before joining Benjamin F. Edwards & Co., Joanne worked as a portfolio manager at A.G. Edwards Trust Company FSB for 13 years. Previously, she held positions at Citicorp and Waddell and Reed.

Joanne earned her bachelor’s degree in Finance from Missouri State University, and her master’s degree in Banking and Financial Services from Boston University. She has been a Chartered Financial Analyst since 1999. Joanne also has her Series 7, 24, and 66 licenses.

Read Joanne’s recent blog posts

Learn more about Advisory Services

April 23, 2015 |