Haley Elder
About Haley Elder
Haley Elder is a Fixed Income Portfolio Manager at Creative Planning, where she has worked since 2022. With over 10 years of experience in the Municipal Bond Industry, she previously served as a Senior Investment Manager at the same company from 2020 to 2022.
Work at Creative Planning
Haley Elder currently serves as a Fixed Income Portfolio Manager at Creative Planning, a position she has held since 2022. In this role, she manages fixed income investments, focusing on optimizing portfolio performance. Prior to her current role, she worked as a Senior Investment Manager at the same firm from 2020 to 2022. Her experience at Creative Planning has allowed her to develop a deep understanding of investment strategies and client needs within the financial services sector.
Education and Expertise
Haley Elder earned her Bachelor's degree in Finance from The University of Kansas School of Business, where she studied from 2005 to 2009. This educational background provided her with a solid foundation in financial principles and investment strategies. Her expertise is particularly focused on the Municipal Bond Industry, where she has accumulated over 10 years of experience, enhancing her ability to navigate complex financial landscapes.
Background
Haley Elder has over a decade of experience in the financial services industry, specifically in the Municipal Bond sector. Her career trajectory includes significant roles that have contributed to her extensive knowledge of fixed income investments. She began her professional journey at Creative Planning, where she has progressed through various positions, showcasing her commitment and skill in portfolio management.
Achievements
Haley Elder possesses strong multi-tasking skills that enable her to work efficiently in fast-paced environments. This capability has been instrumental in her roles within the investment management field, allowing her to manage multiple portfolios and meet client expectations effectively. Her ability to handle complex tasks simultaneously has contributed to her success in managing fixed income investments.