About Walnut
Capital Management
The WCM Team
Jay Handy
Managing Partner
Jonathan C. Timson
Managing Partner
D. Robin Walker
Managing Partner
Michael S. Walsh CFP®
Managing Partner
Amy A. Hiett, MBA
Managing Partner
Molly Crider
Operations/ Administrative Manager
Andrea Batey
Executive Vice President
Carolyn Hoffman
Executive Vice President
Cathy Lilley
Registered Client Service Associate
Sonya Gillis
Operations Manager
Who is Walnut Capital Management?
Walnut Capital Management, LLC (WCM), is an independent financial services practice/company associated with Wells Fargo Advisors Financial Network.
What investment options does Walnut Capital Management provide?
WCM provides traditional brokerage services, encompassing stocks, bonds, mutual funds, and annuities, and fee-based money management services.
Where is Walnut Capital Management located?
WCM is located at 1201 E Walnut Street in the historic district of downtown Springfield, Missouri. The Boulder, CO office is located at 1215 Spruce Street, Suite 101 in the Pearl Street Pedestrian Mall District. WCM clients are located across the country and around the world.
What if I want more information?
If you want more information: Call toll free: 877.869.4422. or 417.869.4400 in Springfield and 303.800.1553 in Boulder to visit with one of our advisors.
Bios
Michigan State University, B.S. Business
Edgewood College, Madison, WI
Merrill Lynch, 1987-2007
Formed Walnut Capital Management, 2007-present
San Diego State University, B.S. Finance
Merrill Lynch, 1994-2001
Morgan Stanley, 2001-2007
Formed Walnut Capital Management, 2007-present
University of Arkansas, B.S. Business Administration
College for Financial Planning
Certified Financial Planner™ Certification
Merrill Lynch, 1982-2001
Morgan Stanley, 2001-2007
Formed Walnut Capital Management, 2007-present
University of Michigan, B.A. History
John Nuveen & Company, 1996-1998
Citigroup Asset Management, 1998-2001
Smith Barney, 2001-2009
Joined Walnut Capital Management, 2010
Northwestern University - Kellogg School of Management, MBA Finance
AT&T, 1995-1997
Sun Microsystems, 1997-2002
Conet, AG, 2002-2003
Smith Barney, 2005-2009
Joined Walnut Capital Management, 2010
Drury University, B.S. Business Administration
Springfield Public Schools Foundation, Administrative Director, 2000-2003
Morgan Stanley, 2003-2007
Formed Walnut Capital Management, 2007-present
Drury University, B.S. Business Administration
Smith Barney, 1996-2009
Joined Walnut Capital Management, 2009
University of Missouri, Columbia, Bachelor of Journalism
Drury University, Master in Eductaion
Smith Barney, 1997-2009
Joined Walnut Capital Management, 2009
First National Bank, Hutchinson, KS, 1976-1994
Commerce Bank, 1994-1998
Stifel, Nicolaus, 1998-2003
Smith Barney, 2003-2009
Joined Walnut Capital Management, 2009
Smith Barney, Burlington VT, 1993-2004
Smith Barney, Boulder-Broomfield, CO 2004-2009
Joined Walnut Capital Management, 2010