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Stephen Welch

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

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In this webinar, we’re excited to discuss the artificial intelligence startup’s groundbreaking market debut from the perspectives of Morningstar’s Wealth, Equity, Indexes, Manager Research, and PitchBook groups, and what it means for investors and financial professionals.
Malik Ahmed Khan, CFA

Our latest list of up-and-coming investment strategies includes COWZ, BFRIX, and more.
Stephen Welch

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

More About Stephen Welch

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

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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