Evan Welch Email & Phone Number
Private Wealth Advisor @ BridgePort Financial Solutions
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Evan Welch Location
- Boxborough, MA, US
Evan Welch Work
- Private Wealth Advisor @ (January 2024 - Present)
- Partner, Chief Investment Officer @ (January 2006 - December 2023)
- Investment Advisor, Senior Vice President @ Carnegie Wealth Strategies, LTD (October 2001 - December 2005)
- Financial Advisor, Account Executive @ Diversified Financial Concepts, Inc. (October 1997 - October 2001)
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 and 1 mobile phone numbers on RocketReach.
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