Robert C. Welch

Principal, Senior Vice President and Portfolio Manager

“My passion for this business comes from knowing we help our clients navigate the complexities of the financial landscape to help them meet the many challenges effective investing can overcome.”

  • MBA, Babson College
  • BA, University of San Francisco

Bob began his career in 2008 within the Private Client Group of Loomis Sayles as their Director of Business Development. Working exclusively with their west coast team Bob was responsible for marketing and generating new business throughout California.  In 2010 Bob joined Osborne Partners Capital Management to focus solely on client service where he was involved in the day-to-day operations, communication and maintenance of client relationships. Upon completing his MBA, in 2015 Bob Joined BTR as a portfolio manager and analyst.

Bob has always liked to maintain an active and healthy lifestyle and recently completed his first triathlon. When he’s not at work Bob can be found training for upcoming races, studying for the CFA exam and perfecting his cooking skills in the kitchen and on the BBQ. He also enjoys playing golf, skiing and snowboarding and traveling, both locally and abroad to new destinations.