Dan Welker

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Mr. Daniel M.
Welker, CFA, is a Vice President at North Point Portfolio Managers Corp.
He has over 10 years of investment experience.
Mr. Welker was previously employed as a Principal by Access Distribution Partners LLC, a Principal by JPMorgan Investment Management, Inc., a Principal by Raymond James & Associates, Inc., and a Principal by Morgan Stanley & Co., Inc. He received his undergraduate degree from The College of Wooster.
He received the Chartered Financial Analyst designation in 2011.

Former positions of Dan Welker

Companies	Position	End
North Point Portfolio Managers Corp. North Point Portfolio Managers Corp. Investment ManagersFinance North Point is a long only equity and fixed income manager. The firm determines a client's individual objectives, time horizons, risk tolerances and liquidity needs. They generally manage the same 40 stocks in all client portfolios. These stocks are not weighted evenly within the stock portion of a client's portfolio.	Portfolio Manager-Equities	01/06/2021
Access Distribution Partners LLC Access Distribution Partners LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	01/01/2016
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.	Corporate Officer/Principal	01/01/2014
Raymond James & Associates, Inc. Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/01/2007
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/01/2006

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Private companies	6
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.	Finance
Raymond James & Associates, Inc. Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
North Point Portfolio Managers Corp. North Point Portfolio Managers Corp. Investment ManagersFinance North Point is a long only equity and fixed income manager. The firm determines a client's individual objectives, time horizons, risk tolerances and liquidity needs. They generally manage the same 40 stocks in all client portfolios. These stocks are not weighted evenly within the stock portion of a client's portfolio.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Access Distribution Partners LLC Access Distribution Partners LLC Investment ManagersFinance Provides investment advice	Finance
The College of Wooster The College of Wooster Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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