MossAdams - Michelle Walker

Industry Expertise

Private Clients

Practice Focus

Institutional Wealth Management Investments

Biography

Michelle has worked in the financial services industry since 1993 and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence.

As chief investment officer, Michelle leads our Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She is primarily responsible for aligning investment research and analysis in order to serve the needs of our clients. This includes providing perspectives and analysis on specific asset classes, manager strategies, news related to the investment marketplace, and regulatory issues to the IC.

Michelle is a CFA^® charterholder.

Professional Affiliations

Member, CFA Society of Seattle

Education

BA, business administration, accounting and business, University of Washington (cum laude)

Insights from Michelle Walker

Investing Insights: Macro and Markets

Get the guidance you need to navigate the upcoming markets shifts and have your investment strategies in place.

Q3 Market Review and Outlook: S&P 500 Reaches New Highs Despite Volatility

Review market and economic insights after a tumultuous Q3 and what these could mean for investors.

Investing Insights: Macro and Markets

Make the most of the current economic environment: explore potential opportunities, understand trends, and more.

Q2 Market Review and Outlook: S&P 500 New Highs, but Breadth Narrows

Our quarterly look at key market trends, along with insights worth considering for your investment portfolio today.

Investing Insights: Macro and Markets

Explore investment considerations in the current environment and get answers to top investor questions.

Economic Update for Q1 2024: Stocks Surge Even as Progress on Inflation Stalls

Explore the top trends driving markets so far this year, and why we see opportunity ahead for investors.

What to Know About Private Investments

Investing in private equity, private credit, and real assets can diversify a portfolio but come with potential risks you should know

Q4 2023 Market Review and 2024 Outlook: Market Rally Sparked by Fed Pivot

After a strong 2023 year-end rally, we’re optimistic about 2024. Learn more.

Investing Insights: Macro and Markets

Explore key topics impacting investors, major market events of 2023, and the economic landscape looking into 2024.

Q3 Market Review and Outlook: Declining Inflation Eases Recession Fears

Economic data pointing to a stronger economy quells concerns about a possible recession. Learn more.

Q2 Market Review: Stocks Rise, Inflation Decreases, and More

The US economy is doing well, and inflation has dropped, though increases in service prices remain high. Learn more.

A Diversified Portfolio Can Help Weather Geopolitical Market Volatility

Markets are down as conflict brews in Ukraine, but the economy continues to expand and maintaining a diverse portfolio is key.

ESG Investing: Why Sustainable Investment Strategies Are on the Rise

Concerned about the effects of your investments? Learn benefits of environmental, social, and governance (ESG) investing.

3 Steps to Combat Volatile Building Material Prices and Supply Chain Shortages

Discover the market forces driving up building materials costs—and steps your company can take to navigate them.

Government Entities: Economic Outlook and Industry Update

Learn about the current state of the economy and how the American Rescue Plan is helping provide COVID-19 relief initiatives.

2021 Economic Outlook and Implications for Business Owners and Executives

Learn from industry professionals about historical market trends, the importance of portfolio diversification, and more.

What to Expect from a Biden Administration and Its Tax Proposals

Review President-elect Joe Biden’s tax proposals and what they could mean for you and your business.

Q&A for Investors: COVID-19 and State of the Economy

Gain insight into the current state of the economy—including COVID-19’s impacts and potential future implications.

Weather COVID-19 Market Volatility: Investments, Finances, and Tax Planning

Learn investment, financial, and tax-planning strategies you can employ now to plan for the future.

Federal Reserve Cuts Funds Rate Due to Coronavirus Uncertainty

The funds rate was cut by 50 basis points on March 3, 2020, in response to evolving risks to economic activity.