![Dan Welker](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>)
Profilo
Mr. Daniel M.
Welker, CFA, is a Vice President at North Point Portfolio Managers Corp.
He has over 10 years of investment experience.
Mr. Welker was previously employed as a Principal by Access Distribution Partners LLC, a Principal by JPMorgan Investment Management, Inc., a Principal by Raymond James & Associates, Inc., and a Principal by Morgan Stanley & Co., Inc.
He received his undergraduate degree from The College of Wooster.
He received the Chartered Financial Analyst designation in 2011.
Precedenti posizioni note di Dan Welker
| Società | Posizione | Fine |
|---|---|---|
North Point Portfolio Managers Corp.
 North Point Portfolio Managers Corp. Investment ManagersFinance North Point is a long only equity and fixed income manager. The firm determines a client's individual objectives, time horizons, risk tolerances and liquidity needs. They generally manage the same 40 stocks in all client portfolios. These stocks are not weighted evenly within the stock portion of a client's portfolio. | Gestore di Portafoglio-Azioni | 01/06/2021 |
Access Distribution Partners LLC
 Access Distribution Partners LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2016 |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Corporate Officer/Principal | 01/01/2014 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2007 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2006 |
Formazione di Dan Welker
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
98
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
North Point Portfolio Managers Corp.
North Point Portfolio Managers Corp. Investment ManagersFinance North Point is a long only equity and fixed income manager. The firm determines a client's individual objectives, time horizons, risk tolerances and liquidity needs. They generally manage the same 40 stocks in all client portfolios. These stocks are not weighted evenly within the stock portion of a client's portfolio. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Access Distribution Partners LLC
Access Distribution Partners LLC Investment ManagersFinance Provides investment advice | Finance |
The College of Wooster
 The College of Wooster Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
