Allan E. Welby
Born: May 9, 1966, United States
Objective: From October 1, 2024, to October 1, 2025, establish 100 online WhatsApp trading strategy groups to help each member achieve a 300% annual growth rate.
An experienced investment professional with over 30 years of expertise in securities analysis, portfolio management, and financial advisory. Proven track record in driving portfolio growth for high-net-worth individuals and institutional investors, with a focus on risk mitigation and client satisfaction. Specialized knowledge in equities, fixed income, options trading, and alternative investments. Demonstrates leadership in financial strategy, asset allocation, and client relationship management.
Professional Experience
Senior Portfolio Manager and Analyst
Greenwich, Connecticut
2007 to 2024
– Managed assets exceeding $500 million, achieving consistent double-digit annual returns through disciplined portfolio management and strategic investments.
– Led a team of analysts conducting in-depth financial modeling, market research, and securities analysis across sectors such as technology, healthcare, and energy.
– Pioneered the implementation of AI-driven algorithmic trading programs, which increased trading efficiency and boosted annual profits by 136%.
– Regularly advised clients on risk management strategies, portfolio diversification, and capital preservation techniques.
– Conducted quarterly investment strategy presentations and detailed performance reviews with key clients.
Junior Analyst | Goldman Sachs
New York, NY
1996 – 2006
– Assisted senior analysts in preparing research reports, data analysis, and market outlooks for institutional clients.
– Provided analytical support for IPOs and M&A evaluations.
– Assisted in developing financial models for securities valuation and pricing strategies.
Education
MBA in Finance
Columbia Business School, New York — 1994
Bachelor of Science in Economics
University of Pennsylvania, Philadelphia, PA — 1990
Certifications
– Chartered Financial Analyst (CFA)
– Financial Risk Manager (FRM)
Skills
– Advanced financial modeling and quantitative analysis
– Portfolio management and asset allocation
– Equities, fixed income, and options trading
– Risk management and compliance
– Client relationship management
– AI and algorithmic trading strategies
Professional Associations
– Chartered Financial Analyst Institute
– New York Society of Security Analysts (NYSSA)
Verify Allan E. Welby’s real information at the following address: ALLAN E. WELBY – Broker at INTERACTIVE BROKERS CORP.
Email: allan.e.welby@gmail.com
Disclaimer: The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities.
