Chris Welch, CFA

Portfolio Manager

Chris serves as portfolio manager for SJF and joined the firm in 2005.

Prior to joining SJF, Chris was a portfolio manager with Fiduciary Trust Company International from 2004 to 2005. From 2002 to 2004, he was a private investor. From 1995 to 2002, Chris was a portfolio manager and senior equity analyst for Nationwide Insurance.

Chris has a Bachelor of Arts in economics from Yale University (summa cum laude).

Strategies managed

Small-Mid Cap Strategy, Portfolio Manager
Mid Cap Strategy, Portfolio Manager

Recent insights

A Contrast in Starting Conditions

14 January 2025

Curious how shifting conditions from 2016 to 2024 shape the outlook for equity markets? Discover insights from Chris Welch, CFA, on navigating today’s unique challenges. (5 min read)

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The Rise of Domestic Industrial Capacity: A Promising Opportunity for Investors

17 August 2023

Explore valuable insights from portfolio manager Chris Welch, CFA, on the potential investment opportunities being driven by the resurgence of domestic industrial capacity.

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