Andrew Wilson Weld

Director of Portfolio Management & Research at Telos Capital Management, Inc.

Andrew Wilson Weld

Andrew Wilson Weld

Director of Portfolio Management & Research at Telos Capital Management, Inc.

Overview
RelSci Relationships

73

Birthday

1972

Age

47

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Executive Vice President & Director-Financial Consulting & Business Development at Telos Capital Management, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Telos Capital Management, Inc.

Relationship likelihood: Strong

Portfolio Manager & Research Analyst at Telos Capital Management, Inc.

Relationship likelihood: Strong

Portfolio Manager & Research Analyst at Telos Capital Management, Inc.

Relationship likelihood: Strong

Senior Vice President, Portfolio Management at Telos Capital Management, Inc.

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Vice President & Financial Adviser at Telos Capital Management, Inc.

Relationship likelihood: Strong

Assistant Vice President, Financial Advisor & Retirement Planner at Telos Capital Management, Inc.

Relationship likelihood: Strong

Assistant Vice President & Financial Advisor at Telos Capital Management, Inc.

Relationship likelihood: Strong

Vice President & Financial Adviser at Telos Capital Management, Inc.

Relationship likelihood: Average

Compliance Analyst at Telos Capital Management, Inc.

Relationship likelihood: Average

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Andrew Wilson Weld
Director of Portfolio Management & Research at Telos Capital Management, Inc.
Education
Class of 1995

Middlebury College is a private liberal arts college located in Middlebury, Vermont, in the United States. Founded in 1800, it is one of the oldest liberal arts colleges in the United States. Drawing 2,500 undergraduates from all 50 states and over 70 countries, Middlebury offers 44 majors in the arts, humanities, literature, foreign languages, social sciences, and natural sciences. Middlebury follows a 4–1–4 academic calendar, with two four-course semesters and a one-course January term. Middlebury is the first American institution of higher education to have granted a bachelor's degree to an African-American, graduating Alexander Twilight in the class of 1823. Middlebury was also one of the first formerly all-male liberal arts colleges in New England to become a coeducational institution, following the trustees' decision in 1883 to accept women.

Career History
Director of Portfolio Management & Research
2006 - Current

Telos Capital Management's (TCM) equity selection process employs both top-down and bottom-up analysis. The firm uses sophisticated stock screens and independent third-party research, such as Standard & Poor's, Value Line and Morningstar. They seek to identify undervalued stocks that are trading significantly below their fair value estimate. TCM's investment approach is based on fundamental principles that identify both value and growth stocks.Fixed-income portfolios are managed according to each client's individual risk tolerance and investment objectives. Their fixed-income selection process considers quality, valuation and diversification. TCM performs thorough fundamental credit analysis. Credit risk is minimized by investing mainly in investment grade bonds (BBB or better) and by maintaining an average credit rating for the portfolio of A or higher. The fixed-income universe is constantly monitored to identify mispriced securities and to exploit market inefficiencies. To limit issuer and industry risk, portfolios are broadly diversified across major issuers and segments of the bond market.All of TCM's Investments are continuously monitored for changes in fundamentals, valuation and industry trends. They will sell all or partial positions if: (1) the price of a company's securities has either met or exceeded the firm's estimated fair value or if valuation levels exceed sector averages (2) if there is deterioration in a company's fundamentals (3) if securities with better risk/return characteristics are identified or (4) as part of periodic portfolio rebalancing to avoid excessive concentration and risk.TCM takes a global approach to asset allocation. To determine clients' asset allocation, the firm considers their individual objectives, risk tolerance, time horizon and the current market environment. Portfolios are periodically rebalanced to maintain their target asset allocation.TCM employs a Core/Satellite approach to portfolio construction. They combine actively managed equity portfolios with a range of passive investment vehicles. They also use ETFs for asset allocation. They firm may also customize a traditional portfolio consisting of cash, equities and fixed-income securities.

Financial Advisor
2004 - 2006

Pacific Financial Group's (PFG) investment approach is based on research and rational analysis. The firm also employs dynamic allocation strategies that concentrate on securities that offer growth at a reasonable price. They seek to obtain premium returns while reducing risk to the lowest possible level. PFG evaluates a variety investment vehicles including, but not limited to, ETFs, stocks, bonds and mutual funds. The firm utilizes a highly selective process of qualifying and quantifying the universe of investment choices. Their portfolios include: Custom Bond, Income-Cash Yield, Absolute Return, Balanced, Balanced Tax Managed, Equity, and Equity Tax Managed.

Portfolio Manager
1999 - 2003

The Boston Family Office focuses on managing portfolios of growth-oriented equities, using fixed-income and other asset classes for balance and stability. For asset classes other than US equities and bonds, such as international, private equity or real estate, the firm considers other investment vehicles including limited partnerships, ETFs and mutual funds.When investing in equities, the Boston Family Office looks for quality companies that can be held for several years or more. They focus on companies that are benefiting from favorable macro economic trends, have strong product or service franchises and have good management teams. Diversification is maintained by limiting sector weightings and size of individual holdings.For fixed-income investments, the firm focuses on taxable or non-taxable issues depending on the client's needs. Creditworthiness of the issuer (A- rating or better), the number of years until maturity (rarely more than 12 years) and the coupon rate are the most important considerations. In general, they build a 'ladder' of bonds, with maturities stretched over a period of years.For areas outside of their expertise such as international investing, real estate and private equity, the firm uses outside managers, through investment vehicles ranging from ETFs to mutual funds and limited partnerships.

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