Sheila Walton, CFA
Head of Research, Partner
Investment Experience: 10 years

Sheila Walton joined Spence Asset Management in 1996 and heads the equity research team.  Mrs. Walton sits on the company’s investment committee where she is responsible for formulating investment ideas using fundamental analysis and extensive due diligence.  She also handles the retail equity trading for the firm and monitoring of retail accounts.  Mrs. Walton is a licensed principal and assists James Spence in supervising all compliance monitoring and procedures.  Finally, she acts as the company’s Chief Financial Officer, and supervises portfolio accounting, billing and performance reporting.

Mrs. Walton attended the University of Colorado and New Mexico State University.  She graduated with honors from New Mexico State University with a degree in Economics and a Minor in English.  She continued her education during a three-year study of the Chartered Financial Analyst program.  She completed the program and was awarded a CFA charter in September of 2004.  In 2005, Mrs. Walton became a partner of Spence Asset Management.