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Brian James Welch
Trading-Equity en Verus Financial Partners, Inc. .
Perfil
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.
Cargos activos de Brian James Welch
Empresas | Cargo | Inicio |
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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 |
Formación de Brian James Welch.
Virginia Military Institute | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
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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 |
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