Evan Welch Email & Phone Number

Private Wealth Advisor @ BridgePort Financial Solutions

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Evan Welch Location

Boxborough, MA, US

Evan Welch Work

2024 - now Private Wealth Advisor @ BridgePort Financial Solutions
2006 - 2023 Partner, Chief Investment Officer @ Antaeus Wealth Advisors, LLC
2001 - 2005 Investment Advisor, Senior Vice President @ Carnegie Wealth Strategies, LTD

1997 - 2001 Financial Advisor, Account Executive @ Diversified Financial Concepts, Inc.

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Evan Welch Education

The University of Chicago Booth School of Business
Certified Private Wealth Advisor® Program (Finance and Financial Management Services)
2022 - 2022
The Rao Institute
2019 - 2021
Colgate University
B.S. (History (honors))
1993 - 1997

Loomis Chaffee School
1989 - 1993

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Evan Welch Skills

Alternative Investments
Estate Planning
Portfolio Management

Investment Advisory
Asset Allocation
Retirement Planning
Financial Planning

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Evan Welch Summary

Evan Welch, based in Boxborough, MA, US, is currently a Private Wealth Advisor at BridgePort Financial Solutions. Evan Welch brings experience from previous roles at Antaeus Wealth Advisors, LLC, Carnegie Wealth Strategies, LTD and Diversified Financial Concepts, Inc.. Evan Welch holds a 2022 - 2022 Certified Private Wealth Advisor® Program in Finance and Financial Management Services @ The University of Chicago Booth School of Business. With a robust skill set that includes Alternative Investments, Estate Planning, Portfolio Management, Investment Advisory, Asset Allocation and more. Evan Welch has 2 emails and 1 mobile phone numbers on RocketReach.

Evan Welch Emails

Found 2 emails

Evan Welch Phone Numbers

Found 5 phone numbers

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Evan Welch

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Ashland, NE, US
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- auctiontime.com
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- +1 402-944-XXXX
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Evan Welch

Private Wealth Advisor at BridgePort Financial Solutions

Boxborough, MA, US
2
- gmail.com
- bridgeport.financial
5
- +1 617-594-XXXX
- +1 978-264-XXXX
- +1 978-268-XXXX
- +1 401-473-XXXX
- +1 978-263-XXXX
Evan Welch

Credit Manager at Robert Madden Industries

Lubbock, TX, US
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- rmadden.com
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- +1 806-776-XXXX
- +1 806-368-XXXX
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Evan Welch

Regional Sales Manager 'Smart Sensors' (West) at IPVideo Corporation

United States
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- gmail.com
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- +1 646-930-XXXX
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Evan Welch

Architect II at Integrated Design Solutions

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- yahoo.com
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- +1 504-371-XXXX
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Evan Welch

Senior Vice President Operations at HungerRush

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- hungerrush.com
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- +1 518-641-XXXX
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Top BridgePort Financial Solutions Employees

Nikki Bell

Senior Vice President of Operations and Service at BridgePort Financial Solutions

New York, NY, US
2
- msn.com
- bridgeport.financial
2
- +1 845-499-XXXX
- +1 201-662-XXXX
Mark Nelson

Director Product Strategy at BridgePort Financial Solutions

Adel, IA, US
2
- att.net
- bridgeport.financial
5+
- +1 515-777-XXXX
- +1 515-361-XXXX
- +1 515-556-XXXX
- +1 515-226-XXXX
- +1 515-778-XXXX
- +1 760-457-XXXX
Clara Sierra

Managing Director at BridgePort Financial Solutions

New York, NY, US
2
- att.net
- bridgeport.financial
3
- +1 802-229-XXXX
- +1 732-388-XXXX
- +1 732-921-XXXX
Evan Welch

Private Wealth Advisor at BridgePort Financial Solutions

Boxborough, MA, US
2
- gmail.com
- bridgeport.financial
5
- +1 617-594-XXXX
- +1 978-264-XXXX
- +1 978-268-XXXX
- +1 401-473-XXXX
- +1 978-263-XXXX
Mitchell Sanford

Financial Advisor at BridgePort Financial Solutions

Wilmington, MA, US
1
- bridgeport.financial
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- +1 603-769-XXXX
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Allison Conlon

Associate Director of Operations and Trading at BridgePort Financial Solutions

Boxborough, MA, US
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- bridgeport.financial

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