![Jeff Welday](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeff Welday
Head-Equity Investments at
True North Advisors LLC
Net worth: 85 278 $ as of 31/05/2026
Profile
Mr. Jeff A. Welday is a Chief Development Officer at True North Advisors LLC.
With nearly 30 years of experience in financial services and the investment management industry, he has both witnessed and contributed to meaningful innovation within the wealth and investment management space.
Prior to joining True North Advisors, Mr. Welday spent 6 years as Global Head of Originations and Distribution at Beneficient (Ben).
Prior to joining Ben, he spent nine years at Invesco where, for five years, he was head of retail business development, and, in his last four years, Executive Vice President- National Sales Director for the firm.
He earned a Bachelor’s Degree in Business from Baylor University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
BENEFICIENT CLASS A 0.16% | 13/02/2026 | 23,048 ( 0.16% ) | 85 278 $ | 31/05/2026 |
Jeff Welday active positions
| Companies | Position | Start |
|---|---|---|
True North Advisors LLC
 True North Advisors LLC Investment ManagersFinance True North invests with managers that are primarily driven by fundamental, bottom-up security analysis. The firm believes in investing across public and private markets and focuses on delivering long-term capital growth and preservation in a tax-efficient and attractive risk-adjusted manner. Their value-oriented approach allows them to be opportunistic when valuations are cheap, and defensive when they are expensive. They use a functional asset class framework to build portfolios that categorize investments by their objective. | Head-Equity Investments | 27/08/2025 |
Former positions of Jeff Welday
| Companies | Position | End |
|---|---|---|
| BENEFICIENT | Corporate Officer/Principal | - |
The Industrial Supply Association
 The Industrial Supply Association Miscellaneous Commercial ServicesCommercial Services Provides online research and consulting services | Director/Board Member | - |
Training of Jeff Welday
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Baylor University
 Baylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Industrial Supply Association
The Industrial Supply Association Miscellaneous Commercial ServicesCommercial Services Provides online research and consulting services | Commercial Services |
True North Advisors LLC
True North Advisors LLC Investment ManagersFinance True North invests with managers that are primarily driven by fundamental, bottom-up security analysis. The firm believes in investing across public and private markets and focuses on delivering long-term capital growth and preservation in a tax-efficient and attractive risk-adjusted manner. Their value-oriented approach allows them to be opportunistic when valuations are cheap, and defensive when they are expensive. They use a functional asset class framework to build portfolios that categorize investments by their objective. | Finance |
Beneficient
 Beneficient Investment ManagersFinance Operates as a technology-enabled financial services holding company | Finance |
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