Andy Weld
Direttore della Ricerca - Azioni presso Telos Capital Management, Inc.
Profilo
Mr. Andrew W.
Weld, CFA, is a Chief Investment Officer & Director of Portfolio Management & Research at Telos Capital Management, Inc. He leads the Telos investment team.
With more than 20 years of financial service industry experience, he lends his expertise to analyzing investments and managing client portfolios.
Prior to joining Telos Capital Management, Inc., he was a financial adviser at Pacific Financial Group, where he provided financial, tax and retirement counsel for small business owners and employees.
Before moving to San Diego in 2003, he worked in Boston, MA as an equity research analyst and assistant portfolio manager at the Boston Family Office.
There he followed and analyzed the consumer and energy sectors, and determined investment guidelines for individual client portfolios.
Previous to that, he spent five years at Mellon Financial in Boston as a financial analyst and institutional trust accountant.
He graduated from Middlebury College in Vermont with a Bachelor of Arts degree.
He also studied for one year at the Instituto International in Madrid, Spain.
In 2001, he earned his CFA designation and became a member of the CFA Institute, and the CFA Society of San Diego.
He formerly held Financial Industry Regulatory Authority (FINRA) Series 7 & 66 licenses.
Posizioni attive di Andy Weld
| Società | Posizione | Inizio |
|---|---|---|
Telos Capital Management, Inc.
 Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals. | Direttore della Ricerca - Azioni | - |
Precedenti posizioni note di Andy Weld
| Società | Posizione | Fine |
|---|---|---|
Pacific Financial Group, Inc.
 Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | - |
The Boston Family Office LLC
 The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Gestore di Portafoglio-Azioni | - |
Mellon Financial Markets LLC
 Mellon Financial Markets LLC Investment Banks/BrokersFinance Founded in 1995, Mellon Financial Markets LLC is an investment banking firm and full-service securities dealer headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL). Mellon Financial Markets is an active underwriter and dealer in fixed-income securities including municipal bonds, corporate bonds, mortgage-backed and asset backed securities, U.S. Treasury and agency securities and money market instruments. | Corporate Officer/Principal | - |
Formazione di Andy Weld
| Middlebury College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Telos Capital Management, Inc.
Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals. | Finance |
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
The Boston Family Office LLC
The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Finance |
Mellon Financial Markets LLC
Mellon Financial Markets LLC Investment Banks/BrokersFinance Founded in 1995, Mellon Financial Markets LLC is an investment banking firm and full-service securities dealer headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL). Mellon Financial Markets is an active underwriter and dealer in fixed-income securities including municipal bonds, corporate bonds, mortgage-backed and asset backed securities, U.S. Treasury and agency securities and money market instruments. | Finance |
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