Richard Stephen Welty

Portfolio Manager-Equities at

Bedell Frazier Investment Counselling LLC

Finance

Consumer Services

Profile

Mr. Richard S.
Welty is a Vice President & Senior Portfolio Manager at Bedell Frazier Investment Counselling LLC.
He joined the Bedell Frazier team in September 2022 and has over 42 years of experience managing client money.
He plays an important role in actively researching and managing investments for clients and ensuring that decisions about portfolios align with client goals and objectives.
In 1992, he started and ran his own investment management firm, Welty Capital Management in Lafayette, CA. He joined Bedell Frazier when Welty Capital Management was acquired in September 2022.
his continuity and succession plan aligns perfectly with the values, investment philosophy and strategic vision found at Bedell Frazier.
Before starting Welty Capital Management, he held various positions in wealth management firms.
He worked for G.T.
Capital Management, a British-based global investment management firm, as a Vice President and Portfolio Manager.
While at G.T.
Capital Management, he managed money for pensions of U.S.
companies, as well as Mutual Funds for foreign investors.
At G.T.
Capital Management.
He graduated from San Jose State University with a BS in Business/Finance.

Richard Stephen Welty active positions

Companies	Position	Start
Bedell Frazier Investment Counselling LLC Bedell Frazier Investment Counselling LLC Investment ManagersFinance BFIC creates portfolios using individual stocks and bonds. The firm employs a traditional approach to portfolio management that seeks to minimize taxes, maximize total return and hedge long-term investments during volatile market periods.	Portfolio Manager-Equities	2022-08-31

All active positions of Richard Stephen Welty

Former positions of Richard Stephen Welty

Companies	Position	End
Welty Capital Management LLC Welty Capital Management LLC Investment ManagersFinance WCM seeks to achieve superior investment returns and to control the level of risk assumed to achieve those returns. The firm invests in the stocks of market-leading companies with superior management. They invest in ETFs to gain access to global markets and small-cap stocks. WCM uses top-down analysis for the US economy.	Chief Executive Officer	2022-08-31
Tran Capital Management LP Tran Capital Management LP Investment ManagersFinance TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform.	Corporate Officer/Principal	1991-12-30
The Bank of California, NA The Bank of California, NA Regional BanksFinance Commercial bank	Corporate Officer/Principal	1983-12-30

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Private companies	5
Tran Capital Management LP Tran Capital Management LP Investment ManagersFinance TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform.	Finance
Bedell Frazier Investment Counselling LLC Bedell Frazier Investment Counselling LLC Investment ManagersFinance BFIC creates portfolios using individual stocks and bonds. The firm employs a traditional approach to portfolio management that seeks to minimize taxes, maximize total return and hedge long-term investments during volatile market periods.	Finance
Welty Capital Management LLC Welty Capital Management LLC Investment ManagersFinance WCM seeks to achieve superior investment returns and to control the level of risk assumed to achieve those returns. The firm invests in the stocks of market-leading companies with superior management. They invest in ETFs to gain access to global markets and small-cap stocks. WCM uses top-down analysis for the US economy.	Finance
San Jose State University San Jose State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Bank of California, NA The Bank of California, NA Regional BanksFinance Commercial bank	Finance