Career history of Richard Stephen Welty
Former positions of Richard Stephen Welty
| Companies | Position | Start | End |
|---|---|---|---|
Welty Capital Management LLC
 Welty Capital Management LLC Investment ManagersFinance Welty Capital Management LLC (WCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by Richard Welty in 1992. WCM manages money for both taxable accounts and tax deferred retirement accounts. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Chief Executive Officer | 31/12/1991 | 31/08/2022 |
| Chief Investment Officer | 31/12/1991 | 31/08/2022 | |
| Compliance Officer | 31/12/1991 | 31/08/2022 | |
| Founder | 31/12/1991 | 31/08/2022 | |
| Portfolio Manager-Equities | 31/12/1991 | 31/08/2022 | |
| President | 31/12/1991 | 31/08/2022 | |
| Head of Private Banking | 31/12/1991 | 31/08/2022 | |
Tran Capital Management LP
 Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Corporate Officer/Principal | 01/01/1988 | 30/12/1991 |
| The Bank of California, NA | Corporate Officer/Principal | 30/12/1983 | 30/12/1983 |
Training of Richard Stephen Welty
| San Jose State University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Welty Capital Management LLC
Welty Capital Management LLC Investment ManagersFinance Welty Capital Management LLC (WCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by Richard Welty in 1992. WCM manages money for both taxable accounts and tax deferred retirement accounts. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Finance |
| The Bank of California, NA | Finance |
