Profil
James S.
Welch worked as a Portfolio Manager at BNY Mellon Investment Adviser, Inc. and as an Executive Vice President at BNY Mellon Municipal Income, Inc. He also worked as a Senior Portfolio Manager at Castleton Partners LLC.
From 2009 to 2013, he worked as a Portfolio Manager at Standish Mellon Asset Management Co. LLC.
Welch received his undergraduate degree from The Pennsylvania State University.
Anciens postes connus de James S. Welch
| Sociétés | Poste | Fin |
|---|---|---|
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Gestionnaire de Portefeuille-Actions | 04/05/2009 |
Castleton Partners LLC
 Castleton Partners LLC Investment ManagersFinance Castleton Partners LLC (Castleton) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clermont, New York with an additional office in Vero Beach, Florida and New York City. The firm was founded by John Tamagni and Edward Reinoso in 2005. Castleton provides fixed income asset management to high net-worth clients. | Portfolio Manager-Fixed Income | - |
| BNY MELLON MUNICIPAL INCOME, INC. | Corporate Officer/Principal | - |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Portfolio Manager-Fixed Income | - |
Formation de James S. Welch
| The Pennsylvania State University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
BNY Mellon Municipal Income, Inc.
 BNY Mellon Municipal Income, Inc. Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Municipal Income, Inc. engages in the provision of access to equity, fixed income and money market mutual funds, separately managed accounts, retirement and cash management strategies, and asset allocation solutions. The company was founded in 1947 and is headquartered in New York, NY. | Miscellaneous |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Finance |
Castleton Partners LLC
Castleton Partners LLC Investment ManagersFinance Castleton Partners LLC (Castleton) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clermont, New York with an additional office in Vero Beach, Florida and New York City. The firm was founded by John Tamagni and Edward Reinoso in 2005. Castleton provides fixed income asset management to high net-worth clients. | Finance |
