Investment Professional

Rosa Y. C. Welton

our-team-bio-rosa-welton

Rosa Y. C. Welton

Associate Director of Research

Education:

University of Pennsylvania
BSE, Accounting
BAS, Computer Science
Columbia Business School
MBA

Ms. Welton joined Bradley, Foster & Sargent as a Associate Director of Research in March, 2016 and is a Member of the Investment Committee. Her primary responsibility is enhancing the investment performance of the firm’s Portfolio Managers by providing research and analysis regarding individual stocks, industries, and other macroeconomic topics.  Ms. Welton has worked in a research and portfolio management capacity for a number of investment firms for over 15 years. Most recently, she was the Co-Head of Equities at New England Asset Management. Previously, she worked for Mesirow Financial Investment Management as a Portfolio Manager and Deloitte as an Investment Consultant. Ms. Welton is a Certified Public Accountant and a CFATM Charterholder.

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