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Jeremy Todd Welther
Gestionnaire de Portefeuille-Actions chez
Mariner LLC
Profil
Mr. Jeremy T.
Welther is a Director & Senior Wealth Advisor at Mariner LLC.
He provides financial advisory services to high-net-worth individuals and their families to help them achieve their goals.
Prior to joining Mariner, he was a Wealth Advisor with Brinton Eaton.
Prior to that, he performed municipal bond research for J.
J.
Kenny Company and worked for Merrill Lynch.
He holds a bachelor’s degree in business administration with an emphasis in finance from Susquehanna University.
Postes actifs de Jeremy Todd Welther
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Jeremy Todd Welther
| Sociétés | Poste | Fin |
|---|---|---|
Brinton Eaton Associates, Inc.
 Brinton Eaton Associates, Inc. Investment ManagersFinance Brinton Eaton Associates is a US large-cap growth manager. They are a long-term investor, maintaining a medium turnover rate. The firm focuses on the finance, health technology and consumer non-durables sectors. Brinton Eaton employs a combination of in-house and external research. | Compliance Officer | 30/11/2012 |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/05/1995 |
Mariner Wealth Advisors-Madison LLC
 Mariner Wealth Advisors-Madison LLC Investment ManagersFinance Mariner Wealth Advisors constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds and alternative investments. The firm manages clients’ assets through the direct purchase of securities, by allocating to other managers and/or by investing in a variety of funds. Each client’s asset allocation is determined by their specific objectives and unique circumstances. Mariner’s investment approach begins with a clear and thorough understanding of each client’s objectives, time horizon, risk, profile and income needs. They use a long-term strategy when providing and implementing advice. However, should a client’s situation or the basis for making an investment change, there are occasions where Mariner may use a short-term strategy and securities are held less than one year. Mariner uses active and passive management strategies. They employ the use of both qualitative and quantitative research methods. Certain strategies may include responsible investments that consider environmental, social and governance (ESG) factors. Many of their strategies are offered through managed accounts with third party managers and funds. Mariner may construct portfolios consisting of closed-end funds, ETFs, mutual funds and other investment vehicles which pursue investment strategies focused on global equities, global bonds, real assets and alternatives (managed futures, private funds and insurance linked products), among others. The firm offers a variety of options, as well as equity and fixed income managed account strategies to clients through their majority owner, Mariner LLC. | Gestionnaire de Portefeuille-Actions | - |
Giralda Advisors LLC
 Giralda Advisors LLC Investment ManagersFinance Giralda Advisors has developed risk management solutions that address the risk of recurring equity bear markets and sudden and severe market crashes. The firm's approach to this risk is their proprietary, momentum-based, sector rotation strategy, Sector Dynamics. Their approach to market crash risk is a custom-designed portfolio of tail risk hedging strategies. Sector Dynamics is available on a standalone basis through the firm's SMAs and UMAs. Sector Dynamics, integrated with Giralda's tail risk hedge portfolio, is available through Giralda's mutual fund solution. Giralda is the investment advisor to The Giralda Fund and the Giralda Risk-Managed Growth Fund, each a registered mutual fund. The Giralda Funds’ investment objective is to seek long-term capital appreciation while limiting significant losses through sophisticated risk management. Giralda has entered into a Model Portfolio Advisor Agreement with Placemark Investments, through which they offers the Sector Dynamics strategy via the Placemark UMA Marketplace Program.^ Giralda’s Sector Dynamics strategy is a quantitative momentum-driven strategy that evaluates trends in industry sectors to help detect meaningful shifts and movements. The information is used to make dynamic, tactical sector rotation decisions and opportunistic rebalancing changes. This strategy is executed through ETFs and swap contracts. The strategy utilizes stable-weighting. In the absence of buy or sell signals, sector allocation is kept stable by periodic rebalancing of the target weights of the sectors. A sector’s target weight is fixed by Giralda based on the sector’s long-term average market-cap weight in the S&P 500 Index. | Compliance Officer | - |
Formation de Jeremy Todd Welther
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
57
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Brinton Eaton Associates, Inc.
Brinton Eaton Associates, Inc. Investment ManagersFinance Brinton Eaton Associates is a US large-cap growth manager. They are a long-term investor, maintaining a medium turnover rate. The firm focuses on the finance, health technology and consumer non-durables sectors. Brinton Eaton employs a combination of in-house and external research. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Susquehanna University
 Susquehanna University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Giralda Advisors LLC
Giralda Advisors LLC Investment ManagersFinance Giralda Advisors has developed risk management solutions that address the risk of recurring equity bear markets and sudden and severe market crashes. The firm's approach to this risk is their proprietary, momentum-based, sector rotation strategy, Sector Dynamics. Their approach to market crash risk is a custom-designed portfolio of tail risk hedging strategies. Sector Dynamics is available on a standalone basis through the firm's SMAs and UMAs. Sector Dynamics, integrated with Giralda's tail risk hedge portfolio, is available through Giralda's mutual fund solution. Giralda is the investment advisor to The Giralda Fund and the Giralda Risk-Managed Growth Fund, each a registered mutual fund. The Giralda Funds’ investment objective is to seek long-term capital appreciation while limiting significant losses through sophisticated risk management. Giralda has entered into a Model Portfolio Advisor Agreement with Placemark Investments, through which they offers the Sector Dynamics strategy via the Placemark UMA Marketplace Program.^ Giralda’s Sector Dynamics strategy is a quantitative momentum-driven strategy that evaluates trends in industry sectors to help detect meaningful shifts and movements. The information is used to make dynamic, tactical sector rotation decisions and opportunistic rebalancing changes. This strategy is executed through ETFs and swap contracts. The strategy utilizes stable-weighting. In the absence of buy or sell signals, sector allocation is kept stable by periodic rebalancing of the target weights of the sectors. A sector’s target weight is fixed by Giralda based on the sector’s long-term average market-cap weight in the S&P 500 Index. | Finance |
Mariner Wealth Advisors-Madison LLC
Mariner Wealth Advisors-Madison LLC Investment ManagersFinance Mariner Wealth Advisors constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds and alternative investments. The firm manages clients’ assets through the direct purchase of securities, by allocating to other managers and/or by investing in a variety of funds. Each client’s asset allocation is determined by their specific objectives and unique circumstances. Mariner’s investment approach begins with a clear and thorough understanding of each client’s objectives, time horizon, risk, profile and income needs. They use a long-term strategy when providing and implementing advice. However, should a client’s situation or the basis for making an investment change, there are occasions where Mariner may use a short-term strategy and securities are held less than one year. Mariner uses active and passive management strategies. They employ the use of both qualitative and quantitative research methods. Certain strategies may include responsible investments that consider environmental, social and governance (ESG) factors. Many of their strategies are offered through managed accounts with third party managers and funds. Mariner may construct portfolios consisting of closed-end funds, ETFs, mutual funds and other investment vehicles which pursue investment strategies focused on global equities, global bonds, real assets and alternatives (managed futures, private funds and insurance linked products), among others. The firm offers a variety of options, as well as equity and fixed income managed account strategies to clients through their majority owner, Mariner LLC. | Finance |
