Thaddeus S. Welch, III

Thaddeus S. Welch, CFA®, Portfolio Manager

Thadd is responsible for managing trading activities and performing fundamental economic and sector research to assist in investment strategy development.

He comes to our 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, Thadd was an assistant portfolio manager and a member of the investment committee at Spinnaker Trust in Portland, ME.

Thadd received his BA in Economics from Bowdoin College. Like Messrs. Farkas, Matty and Suffish, he also holds the CFA [Chartered Financial Analyst] designation. Thadd is also a member of the Boston Security Analysts Society.

twelch@octobermountainfa.com