Brian James Welch
Trading-Equity at Verus Financial Partners, Inc.
Profile
Mr. Brian J.
Welch is a Vice President at Verus Financial Partners, Inc. He organizes and executes all the trading activity for the firm and sits on our Investment Policy Committee.
This valuable team member also monitors account performance, oversees proxy voting and works directly with the Compliance Officer to ensure tight controls.
He graduated from Virginia Military Institute with a Bachelor of Arts degree in Economics and Business.
He is a Certified Financial Planner and a member of the Financial Planners Association.
Brian James Welch active positions
Companies | Position | Start |
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Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Trading-Equity | 01/01/2009 |
Training of Brian James Welch
Virginia Military Institute | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Finance |
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