Thadd Welch

Analyst-Equity at

St. Germain Investment Management, Inc.

Finance

Consumer Services

Profile

Mr. Thaddeus S.
Welch is a Vice President & Portfolio Manager at St. Germain Investment Management, Inc. He is responsible for managing trading activities and performing fundamental economic and sector research to assist in investment strategy development.
Mr. Welch comes to the firm from Berkshire Bank Wealth Management in Lenox, MA where he managed portfolios in addition to providing analysis and research on market, corporate and economic activities.
Prior to Berkshire Bank Wealth Management, he was an assistant portfolio manager and a member of the investment committee at Spinnaker Trust in Portland, ME.
From the St. Germain Investment Management office in Mississippi, he is also our portfolio manager serving southeast-based clients as well as developing new business relationships.
He received his BA in Economics from Bowdoin College.

Thadd Welch active positions

Companies	Position	Start
St. Germain Investment Management, Inc. St. Germain Investment Management, Inc. Investment ManagersFinance St. Germain Investments’ analysis methods incorporate macro-economic, sector, industry assessments, and fundamental and technical analysis of broad financial markets as well as individual portfolio holdings. They emphasize the identification of an appropriate risk tolerance and asset allocation. Their investment management strategies do not attempt to manage short-term market fluctuations and emphasize a long-term approach to investing.	Analyst-Equity	01/09/2015

All active positions of Thadd Welch

Former positions of Thadd Welch

Companies	Position	End
The Berkshire Bank (New York, New York) The Berkshire Bank (New York, New York) Regional BanksFinance Operates as a state charted commercial bank	Corporate Officer/Principal	-
Spinnaker Trust Spinnaker Trust Investment ManagersFinance Spinnaker Trust designs strategic asset allocations that align with the client’s situation. They maintain a particular expertise in the management of private investment funds investing in commercial real estate properties, having successfully managed several dedicated funds on behalf of clients. The firm also employs extensive expertise in private equity, renewable energy and other specialized investments on behalf of clients. Across all of their strategies, they bring consideration of Environmental, Social and Governance (ESG) factors into play with a particular emphasis on sustainability as a key risk factor.	Corporate Officer/Principal	-

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Education of Thadd Welch

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Private companies	4
St. Germain Investment Management, Inc. St. Germain Investment Management, Inc. Investment ManagersFinance St. Germain Investments’ analysis methods incorporate macro-economic, sector, industry assessments, and fundamental and technical analysis of broad financial markets as well as individual portfolio holdings. They emphasize the identification of an appropriate risk tolerance and asset allocation. Their investment management strategies do not attempt to manage short-term market fluctuations and emphasize a long-term approach to investing.	Finance
Spinnaker Trust Spinnaker Trust Investment ManagersFinance Spinnaker Trust designs strategic asset allocations that align with the client’s situation. They maintain a particular expertise in the management of private investment funds investing in commercial real estate properties, having successfully managed several dedicated funds on behalf of clients. The firm also employs extensive expertise in private equity, renewable energy and other specialized investments on behalf of clients. Across all of their strategies, they bring consideration of Environmental, Social and Governance (ESG) factors into play with a particular emphasis on sustainability as a key risk factor.	Finance
Bowdoin College Bowdoin College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Berkshire Bank (New York, New York) The Berkshire Bank (New York, New York) Regional BanksFinance Operates as a state charted commercial bank	Finance