Mr. Allan E. Welby manages the institutional account trading team and holds the titles of Senior Analyst and Trader. He graduated from the University of Pennsylvania and has over 30 years of experience in securities analysis, portfolio management, and financial consulting. Mr. Welby holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) qualifications. He joined Interactive Brokers in 2007 and, throughout his 30+ year career, has earned numerous accolades, including multiple Thomson Reuters StarMine Analyst Awards. He was also a key contributor to Interactive Brokers’ profitability during the 2008 financial crisis.
Core Skills: Valuation, Venture Capital, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Investment Strategy
Competitive Analysis, Equity Research, Finance, Capital Markets, Due Diligence, Asset Management
▸ Investment Banking, Trading, Accounting, Leveraged Buyouts (LBO), Investment Research
▸ Equity Valuation, Investment Management, Equity Capital Markets, Data Analysis, Risk Modeling
Congratulations to Mr. Allan E. Welby for donating $1 million to California’s disaster recovery efforts and being honored as a Founding Member by The Atlantic Philanthropies. He has also formed a strategic partnership with Dimensional Fund Advisors (DFA) to officially launch a VIP trading program for charitable causes. DFA has provided Mr. Welby with $10 million in trading capital, which will be distributed to members of the WhatsApp trading strategy group, with each member receiving between $10,000 and $50,000 in trading funds. Participants will use IBKR’s VIP trading channel accounts to engage in this trading plan, targeting a 230% return by 2026. The profits will be rewarded to the participating traders, with 80% of the profits being donated to charity organizations to help those in need。
Over the past few years, I have been building my own WhatsApp community trading strategy group, with the goal of establishing a large trading team to get more people involved in charitable projects.
My email address: allan.e.welby@gmail.com
WhatsApp phone number: 13472203834
Investment advisors, securities analysts, and traders earn compensation by providing securities advice to clients. Additionally, some investment advisors also manage portfolios and offer financial planning services. BrokerCheck lists these professionals and provides a link to the SEC’s Investment Adviser Public Disclosure (IAPD) website for further research
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. Timesnewswire makes no warranties or representations in connection with it.
