Profil
Mr. Paul M.
Welch, CFA MBA, is a Head of Private Equity at Elizabeth Park Capital Advisors Ltd. He has approximately 23 years of experience investing institutional capital across the corporate capital structure in private and public markets.
Before joining Elizabeth Park, he was a Vice President and Investment Team member at Patriot Financial Partners, L.P., a leading private equity firm specializing in domestic community bank, thrift, and related financial service company investments.
At Patriot, he created successful partnerships through sourcing new business, structuring deals, and representing Patriot on portfolio company boards.
Before working at Patriot, he was an Equity Partner at PENN Capital Management, where he was the lead Financial Services analyst for both the debt and equity portfolios and managed the Financial Services Strategy.
In addition, he was co-Portfolio Manager of the Mid-Cap Equity Strategy.
Mr. Welch earned his BS in Economics from the Wharton School at the University of Pennsylvania and his MBA from the Booth School of Business at the University of Chicago.
Postes actifs de Paul M. Welch
| Sociétés | Poste | Début |
|---|---|---|
Elizabeth Park Capital Advisors Ltd.
Elizabeth Park Capital Advisors Ltd. Investment ManagersFinance Elizabeth Park oversees long/short equity, long only, and bespoke products focusing on US banks. The firm develops and maintains target values for acceptable investments and seeks to buy available securities at the greatest risk-adjusted discounts to value and sell them as their values approach targets or substantially better alternative investments are identified. | Gestionnaire de Portefeuille-Actions | 01/02/2023 |
Anciens postes connus de Paul M. Welch
| Sociétés | Poste | Fin |
|---|---|---|
Patriot Financial Manager LP
Patriot Financial Manager LP Investment ManagersFinance Patriot Financial Partners invests in companies located in the United States. The firm focuses on community banks, thrifts and financial services related companies. It participates in growth stage capital requirements. It makes non-control investments and takes a seat on the board of the directors. | Private Equity Investor | 01/01/2023 |
Schneider Capital Management Corp.
Schneider Capital Management Corp. Investment ManagersFinance SCM employs an active value equity investment approach to invest in common stocks of companies with different market capitalizations, and which they believe are undervalued. The firm offers advice on exchange-listed securities, securities traded over the counter, foreign issuers, corporate debt securities, mutual fund shares, US government securities, options contracts on securities, options contracts on commodities, futures contracts on tangibles, futures contracts on intangibles and EFTs. They engage in fundamental securities analysis focused on value discipline and employ strategies including long-term and short-term purchases, short-term trading, short sales, margin transactions and option writing. | Analyst-Equity | 01/06/2018 |
Ariel Investments LLC
Ariel Investments LLC Investment ManagersFinance Ariel manages investment strategies seeking long-term capital appreciation by investing primarily in equity investments. The firm utilizes bottom-up, fundamental analysis to select quality company stocks. | Corporate Officer/Principal | 31/07/2007 |
Public Financial Management, Inc.
Public Financial Management, Inc. Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | - |
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane invests in small & mid-sized companies located across the globe. The firm focuses on healthcare, energy & environment, community development and financial empowerment sectors. It provides financing for growth stage capital requirements and makes co-investments. | Corporate Officer/Principal | - |
Formation de Paul M. Welch
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Ariel Investments LLC
Ariel Investments LLC Investment ManagersFinance Ariel manages investment strategies seeking long-term capital appreciation by investing primarily in equity investments. The firm utilizes bottom-up, fundamental analysis to select quality company stocks. | Finance |
Schneider Capital Management Corp.
Schneider Capital Management Corp. Investment ManagersFinance SCM employs an active value equity investment approach to invest in common stocks of companies with different market capitalizations, and which they believe are undervalued. The firm offers advice on exchange-listed securities, securities traded over the counter, foreign issuers, corporate debt securities, mutual fund shares, US government securities, options contracts on securities, options contracts on commodities, futures contracts on tangibles, futures contracts on intangibles and EFTs. They engage in fundamental securities analysis focused on value discipline and employ strategies including long-term and short-term purchases, short-term trading, short sales, margin transactions and option writing. | Finance |
Penn Capital Management Co LLC
Penn Capital Management Co LLC Investment ManagersFinance Penn Capital specializes in the leveraged finance market – the credit and equity of non-investment grade companies. The firm specializes in the fundamental, bottom-up research of underfollowed, speculative grade companies. They manage multiple investment styles that leverage coverage of publicly traded companies in the micro- to mid-cap range, as well as companies that issue non-investment-grade debt. | Finance |
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane invests in small & mid-sized companies located across the globe. The firm focuses on healthcare, energy & environment, community development and financial empowerment sectors. It provides financing for growth stage capital requirements and makes co-investments. | Finance |
Public Financial Management, Inc.
Public Financial Management, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Patriot Financial Manager LP
Patriot Financial Manager LP Investment ManagersFinance Patriot Financial Partners invests in companies located in the United States. The firm focuses on community banks, thrifts and financial services related companies. It participates in growth stage capital requirements. It makes non-control investments and takes a seat on the board of the directors. | Finance |
Elizabeth Park Capital Advisors Ltd.
Elizabeth Park Capital Advisors Ltd. Investment ManagersFinance Elizabeth Park oversees long/short equity, long only, and bespoke products focusing on US banks. The firm develops and maintains target values for acceptable investments and seeks to buy available securities at the greatest risk-adjusted discounts to value and sell them as their values approach targets or substantially better alternative investments are identified. | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















