James Welch CFA®, CFP®, CIMA®, CAIA

Massachusetts State Icon Boston, Massachusetts
Advisor Learning & Development Manager
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About James

Jim Welch had more than 30 years of experience in the financial industry when he joined EP Wealth Advisors in 2022. Jim has worked as an Investment Consultant and Financial Planner, and held positions at TD, BNY Mellon Wealth Management, and Bank of America Private Bank. He holds Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Investment Management Analyst® professional designations and is a member of the Chartered Alternative Investment Analyst Association. Jim also has taught courses at Bentley University. In his Learning and Development role, he also enjoys the opportunity to work with advisors to assist them in being prepared to serve their clients in achieving their goals. Outside work, James looks forward to playing and watching sports, working out, practicing yoga, going to see live music, and spending time with family and friends.

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Babson College, B.S., Finance
Suffolk University, M.S., Finance

How can James help?


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Financial Tip

Select the most appropriate diversified portfolio consistent with your risk profile to help you reach your goals.