Joanne Welker joined Benjamin F. Edwards in 2008 and leads the company’s advisory program effort.
As a Senior Vice President at the firm and Senior Manager of Advisory & Investment Solutions, Joanne determines which advisory programs are appropriate for Benjamin F. Edwards to offer and oversees them from an investment perspective on an ongoing basis. In addition, she serves as portfolio manager for BFE’s Mutual Fund Portfolios, ETF and Active Passive programs, chairperson of the Product Review and Best Execution Committees, and is a member of the Investment Strategy Committee.
Before joining Benjamin F. Edwards, 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.