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Richard Stephen Welty
Gestore di Portafoglio-Azioni presso
Bedell Frazier Investment Counselling LLC
Profilo
Mr. Richard S.
Welty is a Vice President & Senior Portfolio Manager at Bedell Frazier Investment Counselling LLC.
He joined the Bedell Frazier team in September 2022 and has over 42 years of experience managing client money.
He plays an important role in actively researching and managing investments for clients and ensuring that decisions about portfolios align with client goals and objectives.
In 1992, he started and ran his own investment management firm, Welty Capital Management in Lafayette, CA. He joined Bedell Frazier when Welty Capital Management was acquired in September 2022.
his continuity and succession plan aligns perfectly with the values, investment philosophy and strategic vision found at Bedell Frazier.
Before starting Welty Capital Management, he held various positions in wealth management firms.
He worked for G.T.
Capital Management, a British-based global investment management firm, as a Vice President and Portfolio Manager.
While at G.T.
Capital Management, he managed money for pensions of U.S.
companies, as well as Mutual Funds for foreign investors.
At G.T.
Capital Management.
He graduated from San Jose State University with a BS in Business/Finance.
Posizioni attive di Richard Stephen Welty
| Società | Posizione | Inizio |
|---|---|---|
Bedell Frazier Investment Counselling LLC
 Bedell Frazier Investment Counselling LLC Investment ManagersFinance BFIC creates portfolios using individual stocks and bonds. The firm employs a traditional approach to portfolio management that seeks to minimize taxes, maximize total return and hedge long-term investments during volatile market periods. | Gestore di Portafoglio-Azioni | 01/09/2022 |
Precedenti posizioni note di Richard Stephen Welty
| Società | Posizione | Fine |
|---|---|---|
Welty Capital Management LLC
 Welty Capital Management LLC Investment ManagersFinance WCM seeks to achieve superior investment returns and to control the level of risk assumed to achieve those returns. The firm invests in the stocks of market-leading companies with superior management. They invest in ETFs to gain access to global markets and small-cap stocks. WCM uses top-down analysis for the US economy. | Amministratore Delegato | 01/09/2022 |
Tran Capital Management LP
 Tran Capital Management LP Investment ManagersFinance TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform. | Corporate Officer/Principal | 31/12/1991 |
The Bank of California, NA
 The Bank of California, NA Regional BanksFinance Commercial bank | Corporate Officer/Principal | 31/12/1983 |
Formazione di Richard Stephen Welty
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
8
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform. | Finance |
Bedell Frazier Investment Counselling LLC
Bedell Frazier Investment Counselling LLC Investment ManagersFinance BFIC creates portfolios using individual stocks and bonds. The firm employs a traditional approach to portfolio management that seeks to minimize taxes, maximize total return and hedge long-term investments during volatile market periods. | Finance |
Welty Capital Management LLC
Welty Capital Management LLC Investment ManagersFinance WCM seeks to achieve superior investment returns and to control the level of risk assumed to achieve those returns. The firm invests in the stocks of market-leading companies with superior management. They invest in ETFs to gain access to global markets and small-cap stocks. WCM uses top-down analysis for the US economy. | Finance |
San Jose State University
 San Jose State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Bank of California, NA
The Bank of California, NA Regional BanksFinance Commercial bank | Finance |
