Leilani Wilson Walkush
Leilani Wilson Walkush
Leilani Wilson Walkush
MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
Leilani joined the firm in 2012, as Senior Consultant, to create a division dedicated to the Native American community. She now leads the organization in compliance, client services and operations. Leilani has over 20 years of investment industry experience.
EDUCATION
Bachelor of Science in Financial Counseling & Planning from Purdue University
Bachelor of Administration in Business Management from the University of Alaska, Southeast
QUALIFICATION EXAM
FINRA Series 66
PRIOR PROFESSIONAL EXPERIENCE
Prior to Breakwater, Leilani worked with Denali Advisors, Acclaro Advisors and Merrill Lynch. In addition, Leilani has over 5 years of experience working for Alaska Native Corporations.
TRIBAL AFFILIATION
Leilani is an enrolled member of the Central Council of Tlingit & Haida Indian Tribes of Alaska, and is a descendant shareholder of two Alaska Native Corporations – Sealaska Corporation and Goldbelt, Inc. She is also an enrolled member of the Champagne and Aishihik First Nations in Canada.
David Walkush, CFA®
Leilani Wilson Walkush
Leilani Wilson Walkush
PORTFOLIO MANAGER
David was with the firm during the first two years of formation. He rejoined the firm in 2013, and is responsible for investment research, constructing strategies, and monitoring client portfolios. David has been involved in the investment industry for almost 20 years.
EDUCATION
Master of Science in Industrial Administration from the Krannert School of Management at Purdue University (accelerated MBA)
Bachelor of Science in Business Administration, with an Accounting emphasis from the University of Montana
PROFESSIONAL CERTIFICATION
Chartered Financial Analyst® (CFA®) Charterholder, CFA Institute
PRIOR PROFESSIONAL EXPERIENCE
David gained client & portfolio experience with several institutional and retail firms, including Breakwater. In addition, David has over 5 years of accounting experience with private and Native corporations.
TRIBAL AFFILIATION
David is an enrolled member of the Central Council Tlingit & Haida Indian Tribes of Alaska, and is an original shareholder of Sealaska Corporation.