Financial Analysis
Loren  Walden

Loren Walden

Adjunct Professor

Loren is a co-founder of Blue Oak Capital, LLC. Mr. Walden has over 23 years extensive experience with private client portfolio management and investment analysis. Prior to Blue Oak, Loren was a principal at BTR Capital Management, Inc., a San Francisco investment advisory firm with over $350 million in private client assets, where he served as a portfolio manager and analyst. Before joining BTR, Loren served as a research associate and portfolio administrator at a Sand Hill Road investment advisory firm. He is a member of the CFA Institute, and the Securities Analysts of San Francisco (SASF). He is an ethics and professional standards instructor to levels I, II, and III CFA candidates.

Education

Menlo College, BA

Administrative Appointments

Chartered Financial Analyst

Courses Offered
  • Finance & Ethics