Andy Weld

Andy Weld is the Chief Investment Officer (CIO) and Director of Portfolio Management & Research at Telos Capital Management, Inc., based in San Diego, CA. In his leadership role, he oversees the firm's investment management team, steering portfolio strategy, investment research, and the development and execution of tailored investment solutions for clients. His primary responsibilities revolve around developing and implementing investment policy, asset allocation, and risk management frameworks.

Mr. Weld’s expertise spans a range of asset classes with a particular focus on equities and fixed income, integrating both traditional and alternative investment strategies. He is deeply involved in guiding high-net-worth individuals, families, and institutions, with sector exposures typically including public equities, U.S. and global fixed income, as well as custom multi-asset portfolios.

Andy Weld holds the Chartered Financial Analyst (CFA) designation, underscoring his depth of knowledge in portfolio management and investment analysis. Over his distinguished career, he has made significant contributions to the investment advisory space by upholding fiduciary standards and promoting comprehensive wealth management solutions rooted in disciplined research and risk-adjusted strategies.