Thaddeus Welch, CFA

Thaddeus Welch, CFA, is a financial professional currently serving as the VP Portfolio Manager at St. Germain Investment Management. He has held this position since September 2015, accumulating over 9 years of experience in this role.1

Prior to his current position, Thaddeus worked as a Portfolio Research Analyst & Trader at Berkshire Bank.1 This previous experience likely contributed to his expertise in portfolio management and financial analysis.

As a Chartered Financial Analyst (CFA) charterholder, Thaddeus has demonstrated a high level of knowledge and competence in investment analysis, portfolio management, and ethical practices in the financial industry. The CFA designation is globally recognized and indicates a strong commitment to professional development in the finance sector.

At St. Germain Investment Management, Thaddeus likely plays a crucial role in managing investment portfolios, conducting financial research, and making strategic investment decisions for clients. His responsibilities may include asset allocation, risk management, and performance analysis to help clients achieve their financial goals.