Jp Walsh, Cfa Email & Phone Number

San Francisco Bay Area

Panoramic Interests is an urban infill real estate development company that specializes in smart growth sustainable projects. The firm has completed over a dozen large scale mixed-use projects in downtown Berkeley and San Francisco. JP oversees the finance department where he manages the finance, legal, and research efforts of the firm. Duties include feasibility & site acquisitions, financial modeling, arranging debt & equity financing, design development, and the entitlement process.

Baker Street Advisors is an independent, SEC-registered investment advisor (RIA) with approx. $5billon under management. Baker Street Advisors provides customized wealth management and comprehensive investment advisory solutions to individual private clients, families and charitable foundations. Baker Street has been consistency ranked in the top 20 wealth management firms in the U.S. by firms such as Bloomberg, Forbes and Barons.My role at Baker Street includes conducting due diligence on our asset managers. I am responsible for due diligence on all asset classes including Equities, Fixed Income, Hard Assets and Alternative Investments.Being a member of the Investment Committee and Investment Advisory Board, my input is used for making strategic asset allocation decisions for our portfolios and developing capital market assumptions. Other duties include determining research procedures, and collaborating to design proprietary investment analysis techniques.Other areas of expertise includes reviewing prospective client portfolios, drafting opinions on existing prospect portfolios and creating customized presentations for client consumption.

San Francisco Bay Area

I helped Financial Consultants and Registered Investment Advisors make informed investment decisions in relation to Separately Managed Accounts.Duties included providing analysis on money managers garnered from ongoing meetings. Assistance was also provided with portfolio construction and preparing customized presentations that illustrated client portfolios in terms of asset allocations and MPT stats.Other responsibilities included providing education and training on how best to implement Managed Accounts to improve an advisors practice.

Master Of Laws (Ll.M.) And Certification In Business Law, Boalt School Of Law

J.D., Law

B.A., Law & Economics