Thaddeus Welch

Thaddeus Welch, CFA, serves as Vice President and Portfolio Manager at St. Germain Investment Management in Jackson, MS. In this role, he is responsible for managing trading activities, conducting fundamental economic and sector research, and assisting in the development of investment strategies for the firm's southeast-based clients. Welch also focuses on building new client relationships and delivering tailored portfolio management services.

His investment expertise spans across equities, fixed income, and multi-asset portfolios, with a specific emphasis on rigorous sector analysis and macroeconomic research to guide asset allocation decisions. Welch’s background includes previous positions as Portfolio Research Analyst and Trader at Berkshire Bank Wealth Management, where he provided market and corporate research, and as Assistant Portfolio Manager at Spinnaker Trust, participating on the investment committee and supporting institutional portfolio strategies.

Welch holds a Bachelor of Arts in Economics from Bowdoin College and is a Chartered Financial Analyst (CFA) charterholder. He is an active member of the Boston Security Analysts Society, and throughout his career has been recognized for his analytical rigor and client-focused approach to portfolio management, especially in the context of sector selection and market strategy development.