Stewart Henry Welch
Algemeen Directeur bij The Welch Group LLC
Profiel
Mr. Stewart H.
Welch, III, is a Founder at The Welch Group LLC.
Mr. Welch was previously employed as a Founder & Managing Member by Welch Investments LLC and a Principal by Charles Schwab & Co., Inc. He also served on the board at Certified Financial Planner Board of Standards, Inc.
He received his Bachelor of Science degree in Marketing from The University of Alabama at Birmingham.
Actieve functies van Stewart Henry Welch
| Bedrijven | Functie | Begin |
|---|---|---|
The Welch Group LLC
 The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Algemeen Directeur | 01-01-1984 |
Eerdere bekende functies van Stewart Henry Welch
| Bedrijven | Functie | Einde |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Welch Investments LLC
 Welch Investments LLC Investment ManagersFinance Welch Investments LLC provides investment advice. The company is based in Birmingham, AL. The company was founded in 1999 by Stewart Henry Welch. | Algemeen Directeur | - |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
Opleiding van Stewart Henry Welch
| The University of Alabama at Birmingham | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
The Welch Group LLC
The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Finance |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Welch Investments LLC
Welch Investments LLC Investment ManagersFinance Welch Investments LLC provides investment advice. The company is based in Birmingham, AL. The company was founded in 1999 by Stewart Henry Welch. | Finance |
