Brian James Welch
Trading-Equity chez Verus Financial Partners, Inc.
Profil
Mr. Brian J.
Welch is a Vice President at Verus Financial Partners, Inc. He organizes and executes all the trading activity for the firm and sits on our Investment Policy Committee.
This valuable team member also monitors account performance, oversees proxy voting and works directly with the Compliance Officer to ensure tight controls.
He graduated from Virginia Military Institute with a Bachelor of Arts degree in Economics and Business.
He is a Certified Financial Planner and a member of the Financial Planners Association.
Postes actifs de Brian James Welch
| Sociétés | Poste | Début |
|---|---|---|
Verus Financial Partners, Inc.
 Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Trading-Equity | 01/01/2009 |
Formation de Brian James Welch
| Virginia Military Institute | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Finance |
