Profiel
Richard Stephen Welty was the founder and had founded Welty Capital Management LLC in 1992, where he held the title of President & Chief Compliance Officer until 2022.
In his former jobs, he worked as a Principal at Tran Capital Management LP from 1988 to 1991 and as a Security Analyst & Portfolio Manager at The Bank of California, NA in 1983.
Mr. Welty received an undergraduate degree from San Jose State University.
Eerdere bekende functies van Richard Stephen Welty
| Bedrijven | Functie | Einde |
|---|---|---|
Welty Capital Management LLC
 Welty Capital Management LLC Investment ManagersFinance Welty Capital Management LLC (WCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by Richard Welty in 1992. WCM manages money for both taxable accounts and tax deferred retirement accounts. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Algemeen Directeur | 01-09-2022 |
Tran Capital Management LP
 Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Corporate Officer/Principal | 31-12-1991 |
| The Bank of California, NA | Corporate Officer/Principal | 31-12-1983 |
Opleiding van Richard Stephen Welty
| San Jose State University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
Welty Capital Management LLC
Welty Capital Management LLC Investment ManagersFinance Welty Capital Management LLC (WCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by Richard Welty in 1992. WCM manages money for both taxable accounts and tax deferred retirement accounts. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Finance |
| The Bank of California, NA | Finance |
