William G. Welch

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.