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.
- Chartered Financial Analyst
- Menlo College, BA