About
James Welsh is an Investment Analyst at Salem Investment Counselors Inc., a Winston-Salem-based wealth management firm specializing in tailored investment solutions for individuals and families. In his current role, Welsh supports portfolio management and financial analysis, focusing on asset allocation, risk assessment, and investment research across a range of asset classes including equities, fixed income, and alternative investments. His work emphasizes creating customized strategies aligned with clients’ financial goals and risk tolerance.
Welsh’s expertise spans multiple sectors, including healthcare, technology, manufacturing, and real estate, where he helps clients navigate unique financial challenges and opportunities. He is involved in ongoing portfolio reviews and utilizes rigorous risk management practices to ensure client assets are protected and optimized for long-term growth.
Prior to joining Salem Investment Counselors, Welsh held internships at MegaChem Inc. as an Inside Sales and Service Manager Intern and at Legna Software as an Executive Office Intern, gaining early exposure to business operations and client service. He holds a Bachelor’s degree in Accounting and Finance from Wofford College and a degree from Woodberry Forest School. Welsh’s background in both finance and operational roles provides a well-rounded foundation for his contributions to the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Salem Investment Counselors | Analyst | Jan 2024 to Present | — |
| MegaChem Inc. | Inside Sales and Service Manager Intern | Mar 2022 to Jul 2022 | Maintaining prospect databases Daily Interaction with current & prospective customers Closing sales Weekly meetings with executive team |
| Legna Software | Executive Office Intern | Jun 2020 to Aug 2020 | As Executive Office Intern at Legna Software I am engaged in a wide range of activities supporting the CEO and COO including market analysis, M&A due diligence, and product research. I perform primary... |
| Commercial Realty Advisors - NC | Intern | Jun 2019 to Aug 2019 | • Participated in client development meetings and presentations • Researched medical office space for large medical providers • Presentation of Self Storage units to CRA clients • Researched locations... |
| Front Street Capital, LLC | Intern | May 2018 to Aug 2018 | • Participated in meetings with the construction company building an Industrial Center • Worked with surveyor and corresponding owners to record land acquisitions • Researched city of Winston Salem ru... |
| ENCORE MEDICAL STAFFING NORTHEAST | Intern | Feb 2021 to Dec 2021 | Assist Owner & CEO in day to day tasks Create & Edit nurse database Review Nurses Paperwork & Credentials Determine if Nurse fit Encore's core values |
| Carter Millwork, Inc. | Warehouse Laborer | Jun 2016 to Aug 2016 | • Assisted in manufacture of flexible molding |
Education
Wofford College
Bachelor's degree, Accounting and Finance
2016 — 2021
Woodberry Forest School
Skills & Expertise
Others at Salem Investment Counselors Inc. (3)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Chapel Hill, NC , United States | |
| Portfolio Analyst | Raleigh, NC , United States | |
| Chief Investment Officer | Chapel Hill, NC , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Head Equity Trader | Smith, Salley & Associates | United States | |
| Portfolio Manager, Equity Analyst | Smith, Salley & Associates | United States |