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James Welsh

James Welsh

Analyst at Salem Investment Counselors Inc.

Winston-Salem, NC , United States

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

OrganizationRoleDate RangeDetails
Salem Investment CounselorsAnalystJan 2024 to Present
MegaChem Inc.Inside Sales and Service Manager InternMar 2022 to Jul 2022
Maintaining prospect databases Daily Interaction with current & prospective customers Closing sales Weekly meetings with executive team
Legna SoftwareExecutive Office InternJun 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 - NCInternJun 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, LLCInternMay 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 NORTHEASTInternFeb 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 LaborerJun 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

Microsoft Word
Microsoft Excel
Microsoft Powerpoint

Others at Salem Investment Counselors Inc. (3)

NameRoleLocation
Joseph McCaffrey
Joseph McCaffrey
Chief Investment OfficerChapel Hill, NC , United States
Meagan McDonald
Meagan McDonald
Portfolio AnalystRaleigh, NC , United States
Cfa® Cfp®
Cfa® Cfp®
Chief Investment OfficerChapel Hill, NC , United States

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