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Stephen Welch

Stephen Welch, CFA, is a senior manager research analyst, equity strategies, for Morningstar.

More From Stephen Welch

Our analysts added these promising strategies to the Morningstar Prospects list.
Stephen Welch

Our analysts added these promising strategies to the Morningstar Prospects list.
Stephen Welch

Our analysts added these promising funds to the Morningstar Prospects list.
Stephen Welch

As more asset managers get into the active ETF game, here's a deeper dive into some of the traditional active equity players and their differences.
Stephen Welch

Our analysts added these promising mutual funds to the Morningstar Prospects list.
Stephen Welch

More About Stephen Welch

Stephen Welch, CFA, is a senior manager research analyst, equity strategies, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before joining Morningstar in 2019, Welch spent several years in proprietary trading, specializing in index option arbitrage and the futures market.

Welch holds a bachelor’s degree in computer engineering and mathematics from Vanderbilt University and a Master of Business Administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation.

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