![Greg Welch](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Gregory Arthur Welch worked as a Vice President at Loomis, Sayles & Co. LP from 2003 to 2007.
He was a Partner at Jurika & Voyles LP, a Portfolio Manager at Osborne Partners Capital Management LLC, a Senior Vice President & Portfolio Manager at BTR Capital Management, Inc. from 2015 to 2020, a Principal at LS Investment Advisors LLC, and a Principal at Merrill Lynch, Pierce, Fenner & Smith, Inc. Mr. Welch obtained an undergraduate degree from California State University-East Bay.
Anciens postes connus de Greg Welch
| Sociétés | Poste | Fin |
|---|---|---|
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements. | Gestionnaire de Portefeuille-Actions | 30/09/2020 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Jurika & Voyles LP
 Jurika & Voyles LP Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Gestionnaire de Portefeuille-Actions | - |
Formation de Greg Welch
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
62
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
Jurika & Voyles LP
Jurika & Voyles LP Investment ManagersFinance Provides investment advice | Finance |
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Finance |
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements. | Finance |
LS Investment Advisors LLC
 LS Investment Advisors LLC Investment ManagersFinance LSIA manages client accounts using a customized allocation of assets based on the client’s specific investment goals and objectives. Generally, the firm allocates a portion of the client’s portfolio to equities through direct investment in stocks and, if appropriate, a portion of the portfolio to fixed income through direct investment in bonds. They use fundamental credit research, manage interest rate risk, and implement yield curve strategies with the goals of preserving capital, generating income to meet spending needs and enhancing total return. | Finance |
California State University-East Bay
 California State University-East Bay Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
