PHILADELPHIA, PA, February 21, 2013 (Press-News.org) Locust Capital Management is proud to announce the appointment of Brian H. Welsh as a Managing Director. Mr. Welsh's responsibilities will include Sales, Marketing, and Relationship Management for the firm. Prior to Locust Capital, Mr. Welsh was a financial advisor at Well Fargo Advisors.
Mr. Welsh, a graduate of Northwestern University, began his career in the trading pits in Chicago at the CBOE and spent six years as a trader at the CME.. While at Wells Fargo Advisors, Mr. Welsh's clients included corporations, high net worth individuals, non-profits, endowments and foundations. "I am thrilled to joining an emerging local and independent firm owned and managed by experienced and thoughtful professionals" said Brian Welsh.
About Locust Capital Management LLC
Locust Capital Management provides customized investment advisory solutions to individuals, families and corporations. The Advisors at Locust Capital Management are able to eliminate the complexities of managing wealth for their clients. Locust Capital will work with each client to develop a tailored investment policy to address client specific needs and requirements.
Locust Capital clients' portfolios are customized in a tax efficient manner using multiple asset classes and a "best of the breed" manager selection. Our open architecture platform allows us to provide independent and objective recommendations based on your financial needs and goals. By integrating the various financial needs such as wealth management, taxes, estate and wealth transfer, asset protection, insurance needs, and philanthropic planning, Locust Capital creates a comprehensive and well-orchestrated plan. Our client reports are comprehensive and easy to follow, allowing our clients to view their entire investment portfolio in a single, consolidated report. Strong customer service is the cornerstone to our success. Our clients can expect world class service and immediate access to one of our senior advisors. Please visit www.locustcap.com.
Locust Capital, which is regulated by the SEC, takes a fiduciary role in managing client portfolios.
Brian Welsh Joins Locust Capital Management as a Managing Director and Senior Relationship Manager
Brian Welsh joins forces with growing independent Philadelphia-based RIA.
2013-02-21
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[Press-News.org] Brian Welsh Joins Locust Capital Management as a Managing Director and Senior Relationship ManagerBrian Welsh joins forces with growing independent Philadelphia-based RIA.