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Prior to joining the firm, Mr. Welch spent more than 12 years on Wall Street, first with Swiss Bank Corporation and then with The Globecon Group, a bank consulting firm, during which time he focused on the capital markets, risk management and relationship management. Mr. Welch is a frequent speaker on wealth management topics and regularly authors industry-related articles that appear in numerous trade journals. He has a master of business administration degree in finance from the University of Massachusetts, Amherst, and a bachelor’s degree in mathematics from the University of California, Irvine. Mr. Welch is a certified investment management analyst, and he holds investment strategist and alternative investments certificates from the Investment Management Consultants Association. He also has Series 4, 7, 24, 63 and 65 licenses. |