About
Chris Welch is Principal at Welch Capital Partners LLC in New York, where he leads the firm's portfolio management, compliance, and investment research activities. As President, Chief Compliance Officer, and Senior Portfolio Manager, he is responsible for guiding the firm’s overall investment strategy and overseeing client portfolios.
He focuses on managing investments across U.S. equities, with expertise in portfolio construction, risk management, and conducting in-depth due diligence on public companies. Welch Capital Partners has a particular emphasis on growth and value strategies within the public markets, and Chris is involved in identifying opportunities, especially in blue-chip and large-cap stocks.
Chris Welch holds both an AB from Harvard University and an MBA from Harvard Business School, and is a Chartered Financial Analyst (CFA). His prior experience includes roles at Bankers Trust Investment Management and Smith Barney, further establishing his reputation in asset management and compliance.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Welch Capital Partners, LLC | Principal | Jan 1997 to Present | — | 
| Bankers Trust | VP and PM | Jan 1994 to Jan 1997 | Global Asset Management | 
| SMITH BARNEY | Financial Analyst | Jan 1988 to Jan 1991 | Restructuring Group, Technology Group | 
Education
Harvard Business School
1994, MBA
1992 — 1994
Harvard University
1988, Economics
1984 — 1988
Pingry School
1984
1976 — 1984