"Your Vision Our Experience"
Ms. Walton has over thirty years of experience advising public entity institutional clients that invest in high quality fixed income portfolios. She is responsible for managing over $5 billion in client assets. The institutional clients that she advises include state general funds, city and county operating funds, universities, water districts, power districts and public financing authorities. Sally is responsible for developing fixed income portfolio strategies, managing electronic trading platforms and transactional execution processes. She is highly experience at structuring the reinvestment of bond proceeds and provides bidding agent services. Ms. Walton also serves on the GPA investment and credit committees. Ms. Walton, Ms. Woodring and Mr. Westcott have worked together as a team since 1983 in forming, most likely, one of most-experienced teams in the industry advising public entities.
Prior to joining GPA, Ms. Walton was a Managing Director for Davidson Fixed Income Management from 2002 until 2014 and Senior Vice President at Piper Jaffray from 1986 to 2002. While at DFIM she was part of the Portland team that managed over $5 billion in total assets. Ms. Walton was responsible as a bidding agent and transactional oversight for the Portland office of DFIM.
Ms. Walton received her Bachelor of Arts degree in Political Science and a Bachelor of Arts degree in Public Policy from Willamette University. She is actively involved the Oregon Finance Officer Association, the Washington Finance Officer Association and the Oregon Municipal Treasurer’s Association. She holds Series 3, 7, 63 and 65 licenses from the Financial Industry Regulatory Authority (FINRA). She has been an Investment Advisory Representative since 1998.