Brian James Welch
Trading-Equity bij Verus Financial Partners, Inc.
Profiel
Mr. Brian J.
Welch is a Vice President at Verus Financial Partners, Inc. He organizes and executes all the trading activity for the firm and sits on our Investment Policy Committee.
This valuable team member also monitors account performance, oversees proxy voting and works directly with the Compliance Officer to ensure tight controls.
He graduated from Virginia Military Institute with a Bachelor of Arts degree in Economics and Business.
He is a Certified Financial Planner and a member of the Financial Planners Association.
Actieve functies van Brian James Welch
| Bedrijven | Functie | Begin |
|---|---|---|
Verus Financial Partners, Inc.
 Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Trading-Equity | 01-01-2009 |
Opleiding van Brian James Welch
| Virginia Military Institute | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Finance |
