William Welsh

William Welsh is a Portfolio Manager, Securities Analyst, and Partner at Wilkinson Global Asset Management LLC, based in New York, NY. At Wilkinson, he is responsible for managing global equity, global balanced, and domestic equity portfolios, focusing on long-term wealth-building strategies for individuals, families, and institutional clients. He employs an active, fundamental research approach with a concentrated philosophy toward high-quality, core holdings across public market asset classes including equities, fixed income, and cash.

Welsh has specialized expertise in financial services, mega- and large-cap equities, and global franchise equity, drawing on decades of experience in portfolio design and security selection. Prior to joining Wilkinson, he founded Dionis Capital LLC, a hedge fund focused on financial services, and served as Managing Director of Research at Tiger Management. His earlier career includes 11 years at J.P. Morgan Investment Management—where he was Director of Latin American Research—and research roles at Sanford C. Bernstein & Company and positions with Westinghouse Electric and Resource Planning Associates.

He holds a BS in Engineering from the University of Pennsylvania and an MBA in Finance from Harvard Business School. Known for his rigorous fundamental analysis and disciplined investment processes, Welsh has contributed extensively to the investment management industry, including board service for the Tiger Foundation and leadership roles at multiple distinguished firms.