Stewart Henry Welch
Chief Executive Officer at The Welch Group LLC
Stewart Henry Welch active positions
| Companies | Position | Start | End |
|---|---|---|---|
The Welch Group LLC
 The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Chief Executive Officer | 31/12/1983 | - |
| Founder | 31/12/1983 | - |
Career history of Stewart Henry Welch
Former positions of Stewart Henry Welch
| Companies | Position | Start | End |
|---|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Welch Investments LLC
 Welch Investments LLC Investment ManagersFinance Welch Investments LLC provides investment advice. The company is based in Birmingham, AL. The company was founded in 1999 by Stewart Henry Welch. | Chief Executive Officer | 16/06/1999 | - |
| Founder | 16/06/1999 | - | |
| Investment Committee Member | 16/06/1999 | - | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Corporate Officer/Principal | - | - |
Training of Stewart Henry Welch
| The University of Alabama at Birmingham | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Chief Executive Officer | 2 |
| Founder | 2 |
| Corporate Officer/Principal | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
The Welch Group LLC
The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Finance |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Welch Investments LLC
Welch Investments LLC Investment ManagersFinance Welch Investments LLC provides investment advice. The company is based in Birmingham, AL. The company was founded in 1999 by Stewart Henry Welch. | Finance |
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