Jess Welch
Gestore di Portafoglio-Azioni presso Choate Investment Advisors LLC
Profilo
Ms. Jessica C.
Welch is a Portfolio Manager at Choate Investment Advisors LLC.
She works closely with clients to understand their goals and risk tolerance and creates tailored solutions that meet their investment objectives.
Prior to joining Choate Investment Advisors, she was a Portfolio Manager & Philanthropic Advisor at Lowell, Blake & Associates.
She also spent 12 years working in fundraising for Boston-based charities including Community Servings and the Emerald Necklace Conservancy.
She started her career at NorthStar Asset Management, where she was responsible for client services and operations.
She received her undergraduate degree from the University of Vermont.
She has a certificate in Financial Planning from Boston University and is a CFP certificant.
Posizioni attive di Jess Welch
| Società | Posizione | Inizio |
|---|---|---|
Choate Investment Advisors LLC
 Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Gestore di Portafoglio-Azioni | 01/11/2023 |
Precedenti posizioni note di Jess Welch
| Società | Posizione | Fine |
|---|---|---|
Lowell Blake & Associates, Inc.
 Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Corporate Officer/Principal | 01/11/2023 |
NorthStar Asset Management, Inc.
 NorthStar Asset Management, Inc. Investment ManagersFinance NorthStar Asset Management, Inc. (NorthStar) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Julie N.W. Goodridge in 1990. They manage assets for individuals, families, trusts, and not-for-profit organizations who are interested in socially responsible investing. NorthStar is a signatory to the UN Principles of Responsible Investment (UNPRI), member of the Shareholder Rights Group, US SIF: The Forum for Sustainable and Responsible Investment, and Confluence Philanthropy. | Corporate Officer/Principal | 01/01/2005 |
Formazione di Jess Welch
| University of Vermont | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Finance |
Lowell Blake & Associates, Inc.
Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Finance |
NorthStar Asset Management, Inc.
NorthStar Asset Management, Inc. Investment ManagersFinance NorthStar Asset Management, Inc. (NorthStar) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Julie N.W. Goodridge in 1990. They manage assets for individuals, families, trusts, and not-for-profit organizations who are interested in socially responsible investing. NorthStar is a signatory to the UN Principles of Responsible Investment (UNPRI), member of the Shareholder Rights Group, US SIF: The Forum for Sustainable and Responsible Investment, and Confluence Philanthropy. | Finance |
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