Gregory A. Welch

Senior Vice President and Portfolio Manager

Greg-Welch

“I am most impressed with the deep experience of the team and commitment to client service at BTR.”

  • BS, California State University – Hayward
  • Graduate coursework in Finance and Taxation, Golden Gate University

Greg began his career in the investment industry in 1976 with Merrill Lynch in San Francisco, where he built a successful investment consulting practice by evaluating, selecting and monitoring independent investment management firms to oversee family investments, corporate defined contribution plans and Taft Hartley pension plans.  In 1993, Jurika & Voyles invited Greg to join their growing investment firm in Oakland, when he was responsible for management of approximately $800 million in client assets. Jurika & Voyles merged with Loomis Sayles in 2003.  Greg later became a founding principal of LS Investment Advisors in 2008. Prior to joining BTR Capital Management in February 2015, Greg and his son Bob were affiliated with Osborne Partners.  He is very pleased to be serving the needs of his clients, supported by a team of seasoned portfolio managers and committed support staff at BTR.

Outside the office Greg’s passions are travelling, snow skiing and vintage motorsports. He is also active in supporting local charitable organizations.