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 @
- 2006 -2023 Partner, Chief Investment Officer @
- 2001 -2005 Investment Advisor, Senior Vice President @ Carnegie Wealth Strategies, LTD
- 1997 -2001 Financial Advisor, Account Executive @ Diversified Financial Concepts, Inc.
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
Evan Welch Skills
- Alternative Investments
- Estate Planning
- Portfolio Management
- Investment Advisory
- Asset Allocation
- Retirement Planning
- Financial Planning
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 on RocketReach.
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