Chris Welton, CFA, CFP's Email & Phone Number

💼 Past Experience

Start Your BusinessChris Welton is skilled in Investment Research and due diligence, as well as investment advisory, portfolio management, insurance brokerage, disability insurance, investment strategies, and financial planning. Chris Welton has over 10 years of experience in the field of financial planning, and has worked with a wide variety of clients across a variety of industries. Chris Welton is currently a Wealth Management Advisor at Northwestern Mutual.

🎓 Education

Chris Welton's educational background and work readiness are based on his past education. Welton has a Masters in Finance and Strategy from UCLA Anderson School of Management and a BAPolitics Science from Amherst College. Welton also has a High School Diploma from William Penn Charter School.Welton has experience working in a number of different industries, including finance and strategy, political science, and PricewaterhouseCoopers. Welton has also worked in a number of different countries, including the United States, Spain, and Sweden. Welton is currently a senior advisor at the firm Hogan Lovells LLP.

💡 Technical & Interpersonal Skills

Wealth Management Advisor swath oil & gasChris Welton is a Wealth Management Advisor at Northwestern Mutual and has taken on the role of Wealth Management Advisor at swath oil & gas. Over the past ten years, Chris has put his wealth management experience to work for customers in the oil and gas industry.In his role as a Wealth Management Advisor at swath, Chris is responsible for providing financial planning and investment advice to clients in the oil and gas industry. For clients in the energy industry, Chris is also responsible for providing life insurance, disability insurance, investment strategies, financial planning, and long-term care insurance.Chris Welton is highly experienced in providing financial planning and investment advice to customers in the oil and gas industry. He has a Bachelor’s degree in Business Administration from Villanova University and four years of experience in investment research, due diligence, investment advisory, and portfolio management.Chris Welton is highly experienced in providing financial planning and investment advice to customers in the oil and gas industry. He has a Bachelor’s degree in Business Administration from Villanova University and four years of experience in investment research, due diligence, investment advisory, and portfolio management.Wealth Management Advisor | Estate PlanningEstate Planning is a foundational process of managing assets to ensure their long-term growth. It begins with understanding the person behind the assets, then designing an estate plan that mirrors the unique needs of the estate. Chris Welton is a Wealth Management Advisor and has years of experience in estate planning, which is why he is well-qualified to provide Estate Planning advice to clients.For clients in the estate planning industry, Chris Welton is a comprehensive Advisor. He provides estate planning guidance including estate sales, estate planning trusts, special needs trusts, probate law,estate restitution, and more.Chris Welton is a Wealth Management Advisor and has years of experience in estate planning, which is why he is well-qualified to provide Estate Planning advice to clients.Estate Planning is a foundational process of managing assets to ensure their long-term growth. It begins with understanding the person behind the assets, then designing an estate plan that mirrors the unique needs of the estate. Chris Welton is a Wealth Management Advisor and has years of experience in estate planning, which is why he is well-qualified to provide Estate Planning advice to clients.For clients in the estate planning industry, Chris Welton is a comprehensive Advisor. He provides estate planning guidance including estate sales, estate planning trusts, special needs trusts, probate law,estate restitution, and more.Chris Welton is highly experienced in estate planning, which is why he is well-qualified to provide Estate Planning advice to clients. Technical SpecialistTechnical specialists are experts in specific skills or disciplines within their chosen field. Chris Welton is a Technical Specialist and has many years of experience in Technical Specialist roles.Currently, Chris Welton is a Technical Specialist at both Pivotal Information Systems and SRI International. In his previous roles, Chris has provided a high level of technical expertise and has helped numerous organizations achieve their objectives.KS