Charles Welsh

Managing Director, Broker Dealers at Vantage Investment Advisors LLC

Charles Welsh

Charles Welsh

Managing Director, Broker Dealers at Vantage Investment Advisors LLC

Biography

Mr. Welsh is a managing director, broker dealers at Vantage Investment Advisors. His responsibilities include helping broker-dealers and financial advisors optimize service to their investors through Vantage’s investment advisory services. Mr. Welsh works with broker-dealers to ensure alignment and fit to the Vantage asset management and technology.

Mr. Welsh has over 20 years of asset management, advisor technology and practice management experience. Prior to joining us, he was national accounts sales manager for DST Systems.

Mr. Welsh has a degree in marketing and a Master of Business Administration degree from Rockhurst University.

Overview
RelSci Relationships

384

Relationships
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Managing Partner at Mariner Wealth Advisors LLC

Relationship likelihood: Strong

Executive Vice President at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Relationship Manager at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Relationship Manager at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Research Analyst at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Chief Investment Strategist at Mariner Wealth Advisors-Leawood LLC

Relationship likelihood: Strong

Senior Managing Director & President at Tortoise Capital Advisors LLC

Relationship likelihood: Strong

Senior Investment Analyst at Mariner Retirement Advisors LLC

Relationship likelihood: Strong

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Charles Welsh
Managing Director, Broker Dealers at Vantage Investment Advisors LLC
Education
Marketing

Rockhurst University Who we are Founded by the Jesuits in 1910, Rockhurst is a comprehensive university that offers more than 50 undergraduate and graduate programs taught by nationally recognized faculty. Rockhurst emphasizes learning, leadership and service. Mission Rockhurst University exists to transform lives by creating a learning community centered on excellence in undergraduate liberal education and graduate education. Rockhurst is Catholic and Jesuit, involved in the life and growth of the city and the region, and committed to the service of the contemporary world. Academics The Jesuit tradition of focus on individual dignity runs through the curriculum, which is based on the seven classical modes of inquiry: artistic, historical, literary, philosophical, theological, scientific relational and scientific causal. Accolades Rockhurst University has been ranked among the top master's universities in the Midwest by U.S. News & World Report. It also has been ranked among the nation's top 30 wireless college campuses by Intel. Rockhurst is the only institution in the Kansas City area to have earned the community engagement classification from the Carnegie Foundation for the Advancement of Teaching. Faculty A 12:1 student-faculty ratio fosters rich campus discussions and wide opportunities for student research. Average class size is 24 students. Professors, as opposed to graduate teaching assistants, teach freshman courses. Ninety-two percent of full-time faculty hold the highest degree in their field. View our Student/Faculty Videos for more information. Commitment to Service Students receive two transcripts when they graduate–one for academic work and another for their service activities. Each year, Rockhurst’s Center for Service Learning matches student volunteers with more than 100 local organizations in need. Rockhurst students give more than 30,000 hours annually in service to others. Distinction In 2003, the prestigious Carnegie Foundation named Rockhurst as one of 12 national leadership sites for the scholarship of teaching and learning. In 2006, Rockhurst was selected as one of 12 colleges and universities nationwide to lead an effort to improve teaching in higher education. And most recently, in 2010, the foundation recognized the University for the strength of its community outreach efforts by awarding Rockhurst its community engagement classification. Rockhurst is the only institution in the Kansas City area to have earned this high honor. Alumni While more than half of Rockhurst's 25,000 alumni live in the Kansas City metropolitan area, every state in the U.S. and many foreign countries are influenced by the Rockhurst alumni who live there. Rockhurst graduates serve as executive leaders for major companies and organizations in Kansas City and throughout the country

Master of Business Administration

Rockhurst University’s Helzberg School of Management prepares leaders like you to make a positive difference in the world. It’s more than just business education as usual – it’s business with a conscience. That’s why we educate and develop leaders based upon the Jesuit tradition of learning, leadership and service.

Career History
Managing Director, Broker Dealers
Current

Vantage Investment Advisors' investment approach focuses on asset allocation. The firm may make changes to the asset class weightings within a client's long-term asset allocation in response to changes in economic conditions, analyst forecasts or market trends. Changes to the asset allocation may also occur periodically to ensure that the portfolio complements each client's investment goals and individual circumstances. Through rebalancing, a buy low, sell high investment strategy is implemented to return clients to their target asset mix. The firm does not view rebalancing as an automatic process. Instead, they carefully review current economic conditions, the client's individual profile and potential tax consequences before making adjustments. The firm primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or ETFs, and independent investment managers on a discretionary and non-discretionary basis in accordance with the client’s designated investment objectives.

Managing Director of Business Development
Prior

Montage Investments LLC, part of Bicknell Family Holding Co. LLC, is a company headquartered in Leawood, KS. The firm provides investment advice. It was founded in 2010. Martin Christopher Bicknell is currently the CEO of the company.

National Accounts Sales Manager
Prior

DST Systems, Inc. provides sophisticated information processing and computer software services and products that help clients improve productivity, increase efficiency, and provide higher levels of customer service.

Other Affiliations
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Charles Welsh. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Charles Welsh's profile does not indicate a business or promotional relationship of any kind between RelSci and Charles Welsh.