William G. Welch
Plus aucun poste en cours
Profil
WILLIAM G.
WELCH, C.F.A., Managing Director, has spent more than twenty-three years as a successful investment manager with a major bank trust department, a Wall Street brokerage firm and his own investment advisory firm.
Bill attended the Univ.
of North Carolina and received his M.B.A.
degree in finance and investments from George Washington University.
He also holds the designation of Chartered Financial Analyst (CFA).
Mr. Welch has been a regular guest on CNBC's call-in investment manager's show in New York and has been part of Barron's quarterly "Big Money Poll".
He manages portfolios utilizing individual securities only.
Bill is a member of the Investment Committee and is on the Board of Directors.
Anciens postes connus de William G. Welch
| Sociétés | Poste | Fin |
|---|---|---|
Oaktree Asset Management LLC
 Oaktree Asset Management LLC Investment ManagersFinance Oaktree Asset Management, Inc. (OAM) provides customized investment management services to individuals, corporate and fiduciary accounts. The firm is registered with the SEC. OAM is based in Boca Raton, Florida with an office in New York City. | Analyst-Equity | 08/07/2005 |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Oaktree Asset Management LLC
Oaktree Asset Management LLC Investment ManagersFinance Oaktree Asset Management, Inc. (OAM) provides customized investment management services to individuals, corporate and fiduciary accounts. The firm is registered with the SEC. OAM is based in Boca Raton, Florida with an office in New York City. | Finance |
