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Profile
Dina M.
Welch worked as a Portfolio Manager at Macquarie Investment Management Business Trust and as a Senior Portfolio Manager at SEI Investments Management Corp.
She then worked as a Senior Client Portfolio Manager at Schroder Investment Management North America, Inc. until 2021.
Prior to her career in investment management, she worked as a Principal at Provident Mutual Life Insurance Co. Welch earned an undergraduate degree and an MBA from St. Joseph's University.
Former positions of Dina M. Welch
| Companies | Position | End |
|---|---|---|
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies. | Portfolio Manager-Fixed Income | 01/04/2021 |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Portfolio Manager-Equities | 21/09/2009 |
Provident Mutual Life Insurance Co.
 Provident Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Corporate Officer/Principal | - |
Nomura Investment Management Business Trust
 Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Portfolio Manager-Fixed Income | - |
Training of Dina M. Welch
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
74
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Finance |
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies. | Finance |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Finance |
Provident Mutual Life Insurance Co.
Provident Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Finance |
St. Joseph's University
 St. Joseph's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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