Our Team
Purposeful and passionate
Purposeful and passionate
We’re passionate about combining data-driven financial insights with science, mathematics, and economics to address your most complex investment challenges.
Get to know us.
An active investor for more than three decades and an investment manager since 1989, Patrick co-founded Welton in 1988. As CIO, he oversees the investment team, develops and executes on investment strategies, and monitors compliance and risk associated with those activities. He also continues to support the firm’s research efforts.
Patrick has served on committees for the Managed Funds Association (MFA) and as a member of the Board of Directors of the National Futures Association (NFA). He speaks at numerous conferences globally every year, participates in panel presentations, and has authored numerous articles on alternative investments, macroeconomic impacts on markets, and investment theory. He’s the former Chair of the Board of Montage Health and its subsidiaries, the former Vice-Chair of the Panetta Institute of Public Policy and a member of their investment committees. In the late 1990s, he co-founded Axios Data Analysis, one of the first large-scale data analytics firms focused on healthcare. His research experience also includes molecular biological work in gene sequencing and biophysics with a focus on positron emission neurofunctional brain imaging, and oncology through clinical cancer trials during a nearly 20-year period as Clinical Professor at Stanford University Hospital.
Patrick holds undergraduate, doctoral, and postdoctoral degrees from the University of Wisconsin, UCLA, and Stanford University, respectively. He additionally holds a certificate on Corporate Board Effectiveness from Harvard Business School.
"We are mindful of the real impacts of improving returns and lowering risks. We know foundations may grant more, endowments can support more, and retirees lives will be more secure.”
Guillaume oversees Welton’s operations and enterprise risk management, ensuring that all systems, resources, and people are in place to achieve the firm’s goals. He gained his general management experience over 25 years working at large and small financial services companies in various countries, including France, the U.S., and the U.K. Before joining Welton in 2008, he was a Vice President at HSBC and a Senior Business Manager at Capital One. He began his career as an audit manager for KPMG’s Paris and Los Angeles offices. Guillaume holds an MBA from Columbia Business School and a BS from NEOMA Business School (France).
Todd is responsible for all aspects of finance at Welton, including corporate finance, fund accounting and administration, trade oversight, and investor reporting. Before joining the firm in 2009, he worked at JPMorgan Chase Hedge Fund Services in Bermuda and Deloitte in Canada, where he qualified as a Chartered Accountant.
Todd holds memberships with the Chartered Professional Accountants of Canada in both Bermuda and Saskatchewan and earned an MPAcc and BComm (Finance) from the University of Saskatchewan.
“My biggest career influence is my father who instilled in me the importance of a strong work ethic.”
Emily manages portfolio implementation, trading operations, and oversight across Welton’s traded strategies and investment programs to measure and minimize operational risks, ensure close alignment with model portfolios, and continually enhance the firm’s trading platform and oversight tools.
She holds the CAIA designation and earned an MS in Applied Economics and Finance from the University of California, Santa Cruz, a BA in Economics, and a BS in Business Administration with a Finance emphasis from California State University, Fresno.
“I’m continually acquiring and developing new skills and knowledge about this industry, which makes each day interesting and fun.”
As head of the Software Engineering Group, Alexandra sets the vision for technology use at Welton, including software and IT infrastructure requirements and ensuring that resources meet the firm's short- and long-term needs. Over the last decade, she has built and maintained software systems related to everything from trading and quantitative strategy implementation to back office reporting and data warehousing.
Before joining Welton in 2003, Alexandra studied at the prestigious Budapest Semesters in Mathematics program. She holds a BA in Mathematics from St. Olaf College.
“Delivering quality software to happy users – that’s my goal.”
Oren manages the research, design, and implementation of Welton’s Systematic Macro and Trend strategies, and oversees the strategy allocation process underlying the firm’s futures and FX-based products. He also serves as an investment committee member and a point of contact for clients. Before joining Welton in 2011, Oren worked as a Senior Application Engineer for MathWorks focused on mathematical optimization, statistics, time series analysis, and high-performance computing.
Oren earned a PhD and an MA in Mathematics from the University of California, Santa Cruz, a BS in Mathematics from the University of New Hampshire, and also holds the CAIA designation.
“I’m happy I had the opportunity to pursue academic discovery in its purest form and transition to a fulfilling career in an applied discipline that allows me to use my skills.”
François leads the Machine Learning Strategy and Risk Platform team and focuses his research on machine learning in systematic trading, including data acquisition and processing, trading signal development, risk management, and algorithmic execution. He has also spearheaded a number of ESG-related innovations at Welton. Before joining the firm in 2016, he was a Researcher and Senior Risk Analyst at Aspect Capital. Previously he worked as a Simulation Engineer within the Process Modeling and Operational Research team of the UK National Nuclear Laboratory (NNL) where he modelled the radiological impact of climate and landscape changes on British nuclear waste repositories.
François earned a PhD (DPhil) in Computational Mathematics from the University of Oxford (UK) and a Masters of Physical Chemistry and Chemical Engineering from the Université Claude Bernard Lyon I (France). He has published over 10 scientific research papers in international peer-reviewed journals.
“My greatest personal accomplishment is not having one.”
In her role as an ESG Data Analyst, Purva aids in the systematic integration of ESG research and analysis into Welton’s investment philosophy. She is responsible for building the firm’s fluency on ESG issues to effectively incorporate the information into Welton’s ESG focused programs.
Purva is also a Trader on the Trading Operations & Oversight team where her responsibilities include portfolio implementation, trade operations, and oversight across the firm’s traded strategies and investment programs. Before joining Welton in 2019, she was an Analyst at a distressed asset fund where she supported the portfolio management team with research and analysis of distressed investment deals.
Purva holds an MS in Applied Economics and Finance from The University of California, Santa Cruz and a BA in Business Administration with a focus on Finance from NMIMS University (Mumbai). She is a CFA Charterholder and holds a Certificate in ESG Investing issued by CFA UK.
“The best work environment is one with seamless communication channels, compassionate people and a shared commitment to a common goal.”
Adam is the lead developer responsible for the technological design and implementation of Welton’s Systematic Macro and Trend Strategies. A key research team member, he helps to identify and study alpha opportunities within these strategies. He has also worked at the firm as a software engineer, providing solutions for a range of front and back-office trading applications. Before joining Welton in 2011, Adam was a software developer with Frankenmuth Insurance.
He holds an MS in Computer and Information Systems from the University of Michigan-Flint, a BS in Computer Science from Saginaw Valley State University, and also holds the CAIA designation.
“It’s extremely rewarding to be thanked by a colleague for developing software that helps make sense of our complex and ever-changing industry..”
As a member of the Machine Learning Strategy and Risk Platform team, Katie researches and develops new systematic trading models and maintains Welton’s in-house risk platform. She’s the architect of the team's machine learning computing infrastructure and bespoke computer cluster.
Before joining Welton in 2018, Katie was a Teaching Assistant for undergraduate macroeconomics while earning an MS (Applied Economics and Finance) at the University of California, Santa Cruz. She graduated Magna Cum Laude from UCSC with a BA in Economics/Mathematics.
“Nature and music are my passion. Exploring different disciplines of math and science, my inspiration.”
Rushui specializes in enterprise software architecture, design, and development, and is responsible for continuously improving Welton’s software infrastructure and applications. Before joining Welton in 2020, Rushui worked as a Senior Software Engineer at Viking Global Investments and as a System Architect at Silver Point Capital. He holds a Master of Science degree (Computer Science) from Rensselaer Polytechnic Institute and a BS (Electrical Engineering) from the University of Connecticut.
“I’m interested in applying my knowledge and experience to make an impact.”
Chris is responsible for content strategy, product marketing, and communications, and is actively involved with the firm’s product development initiatives. Prior to joining Welton in 2002, he was a Senior Associate with Bear Stearns & Co. and a Senior Financial Analyst with Intel Capital, where he focused on broadband infrastructure investments.
Chris earned an MBA in Finance from Northwestern’s Kellogg School of Business and a BA from UCLA.
“The most inspiring part of my job is bridging the divide between complexity and simplicity.”
Neal oversees new business development for Welton’s strategies and works closely with investors to develop solutions optimized to their return objectives. Before joining Welton in 2015, he was Managing Director and Head of Distribution for Barclays Funds and Advisory and has also worked at Merrill Lynch, Schroders, and Lazard in senior distribution roles.
Neal holds a BS from Indiana University.
“I value a work environment that’s respectful, collegial, open, and honest.”
Sam leads the firm’s international business development, including managing third-party marketing relationships within Asia, Australia, Europe, and Latin America. Before joining Welton in 2019, he was a Managing Director at Miller Howard Investments and a Managing Partner at Singer Partners LLC.
Sam was awarded the “Distinguished Alumni Award” by the University of Denver and is a member of the Board of Advisors of the Reiman School of Finance at DU’s Daniels School of Business.
“I’m inspired by opportunities to take an idea from concept to reality.”
David oversees compliance, legal, and internal departmental reviews. Before joining Welton in 1993, he was an Associate with the firms formerly known as Price Waterhouse and Dean Witter Reynolds.
David has successfully completed the FINRA Institute at Wharton Certified Regulatory and Compliance Professional (CRCP)® program, and holds an MBA from Santa Clara University and a BA from Westmont College.
“Do right and you’ll have always done well.”
Debbie supports Welton's middle- and-back-office operations, providing fund administration oversight and onboarding new investors. Before joining Welton in 1994, Debbie was a bookkeeper for small- and mid-sized businesses in the agricultural sector.
“I love working with new clients to make their first experiences with Welton a good one.”
Dan supports Welton’s middle- and back-office operations, including fund accounting, fund administration, trade oversight, and investor reporting. Before joining Welton in 2017, Dan was a Fund Accountant for Seven Locks Capital Management LP, a Senior Fund Accountant at SS&C GlobeOp and an Associate at US Bancorp Fund Services focused on hedge fund clients. He holds a BS in Finance from the Dolan School of Business at Fairfield University.
“I’m most inspired by working on projects that ultimately result in generating operational alpha for the firm.”
Hunter oversees all aspects of information technology infrastructure, systems administration, and cybersecurity at Welton. Before joining the firm in 2008, he worked for John W. Henry & Company Inc., bringing with him thirteen years’ of trading technology experience in the global futures and foreign exchange markets. Hunter holds a BS from the University of Florida.
“The best part of my job is learning.”
Tom founded the consulting firm Fides + Ratio and advises Welton on building deeper investor relationships.
Previously, Tom served as an Executive Director in Capital Introductions for Morgan Stanley and held a similar role at Société Générale (formerly Newedge). Before joining Newedge, he was Head of Research and Portfolio Management for Cedar Partners and also worked in venture capital.
Tom has a BS in Management from Dauphine University (Paris) and an MS in Finance from ESCP School of Management (Paris).
“I admire people who give up their comfortable life to dedicate themselves to helping others.”
Annette co-founded Welton and Chairs its Board of Managers. Harnessing her 30-plus years as an entrepreneur and female pioneer in alternative investments, she focuses on governance, executive oversight, and industry relations. Utilizing her understanding of markets and business risk, she takes special interest in reputational risk, diversity, and sustainability/ESG matters.
During her 22-year tenure as Welton’s Chief Operating Officer, she served on the Managed Funds Association’s Industry Public Relations committee as well as the National Futures Association (NFA) Nominating Committee.
Annette is a Director on the UCLA Foundation Board having served since 2012. She is a longtime supporter of scholarships for disadvantaged students and health initiatives. She has served as UCLA Foundations’ Finance Committee Chair as well as a member of its Audit, Executive, and Nominating and Governance committees. Annette also serves as a civilian member of the United States Naval Post Graduate School Research Funding Committee.
She previously served as a Founder Director on the Board of Freedom Fields USA, an organization devoted to demining international areas of war-torn conflict in partnership with the US Department of State and the Halo Trust. Freedom Fields has successfully removed more than 60,000 conflict zone land mines in Cambodia. Annette has also served as Treasurer of the Monterey, California Chapter of National Charity League.
Annette holds a BS degree from the University of California, Los Angeles (UCLA).
Donald H. Putnam founded Grail Partners LLC in early 2005 and is Managing Partner. Prior to founding Grail he led Putnam Lovell Securities, which he founded in 1987. At Putnam Lovell he served as Chief Executive Officer, Chairman of the Board, and Managing Director in the firm's investment banking group. Putnam Lovell was sold to National Bank Financial in 2002; until 2005 Mr. Putnam served as CEO and Vice Chairman of Putnam Lovell NBF.
From 1980 to 1986, Don held senior positions at SEI Investments. He was an Executive Vice President and Division President of SEI, founder and President of SEI Financial Services Company, and founder and President of its various mutual funds with assets under management in excess of $15 billion.
Prior to joining SEI, Don was a Senior Consultant at Catallactics Corporation (a subsidiary of SunGard), where he devised new quantitative products and strategies for major banks, including J.P. Morgan, The Boston Company, and Northern Trust Company. From 1973 to 1978, he designed quantitative investment products and other trust services at Bankers Trust Company.
Don serves on the investment committee of Ripon College and the boards of Manifold Partners, Welton Investment Partners and Nista Diagnostics, Inc.
Mel Lindsey, CFA is the Founder and Managing Partner of Nile Capital Group, a private equity firm that specializes in buying GP stakes in performance driven asset managers. Mel serves on the boards of Nile’s portfolio holding companies including Welton Investment Partners, Strategic Global Advisors LLC, Denali Advisors LLC, Convergence Investment Partners LLC, Kvasir Technologies, and Wilshire Lane Capital LLC.
Prior to founding Nile, Mel co-managed Julius Baer Investment Management, LLC (JBIM) as Managing Director of Global Distribution. During his tenure at JBIM (2002 – 2012), assets under management grew from $800 million to a peak of $78 billion, ultimately resulting in an IPO and listing on the NYSE in 2009. Prior to JBIM, he was Senior Managing Director and Portfolio Manager at Wells Capital Management. Mel was also a Vice President at Shearson Lehman Brothers.
Mel holds the Chartered Financial Analyst (CFA) designation and received his MBA from UCLA Anderson School of Management. Mel also attended IMD Global Leadership Program in Lausanne, Switzerland.
He is a member of the Los Angeles Society of Financial Analysts. Mel serves on the Board of Trustees and the Investment Committee for the California Community Foundation, the UCLA Foundation Board, UCLA Anderson School of Management Board of Advisors, Saint John’s Health Center Foundation, and the Board of Directors and the Investment Committee of the YMCA of Metropolitan Los Angeles.
Mr. Bell has spent much of his career involved in the commodities and hedge fund industry as a regulatory, tax, audit, and business advisor. He has a great appreciation for the industry, which is why he founded Arthur Bell CPAs in 1974 to focus mainly on the individuals, funds, and management companies in the alternative investment world.
A frequent speaker at worldwide conferences sponsored by leading industry associations and trade groups, Art presents on accounting, tax, and regulatory trends relating to the industry. He previously served on the MFA Board of Directors and has been a Director, Treasurer, and member of the MFA Executive Committee for most of the time since 1994. Art was also a member of the CFTC’s Global Markets Advisory Committee. He is currently a member of the Futures Industry Association Editorial Advisory Board, the American Institute of Certified Public Accountants (AICPA), the Pension Research Accounting Group (PRAG) based in London, the Alternative Investment Management Association (AIMA) also based in London, and currently serves on numerous industry committees and working groups.
Mr. Bell has been the Managing Member of Arthur Bell CPAs from 1974-2018. He is a graduate of Johns Hopkins University and a licensed CPA in Maryland, and currently manages a large family office.
Art is on the Board of Directors of Welton Investment Partners, The Hippodrome Foundation, and is a Trustee of Stevenson University.
Guillaume oversees Welton’s operations and enterprise risk management, ensuring that all systems, resources, and people are in place to achieve the firm’s goals. He gained his general management experience over 25 years working at large and small financial services companies in various countries, including France, the U.S., and the U.K. Before joining Welton in 2008, he was a Vice President at HSBC and a Senior Business Manager at Capital One. He began his career as an audit manager for KPMG’s Paris and Los Angeles offices. Guillaume holds an MBA from Columbia Business School and a BS from NEOMA Business School (France).
“My greatest personal accomplishment is creating a harmonious family life across two continents, despite geographic and cultural differences.”
An active investor for more than three decades and an investment manager since 1989, Patrick co-founded Welton in 1988. As CIO, he oversees the investment team, develops and executes on investment strategies, and monitors compliance and risk associated with those activities. He also continues to support the firm’s research efforts.
Patrick has served on committees for the Managed Funds Association (MFA) and as a member of the Board of Directors of the National Futures Association (NFA). He speaks at numerous conferences globally every year, participates in panel presentations, and has authored numerous articles on alternative investments, macroeconomic impacts on markets, and investment theory. He’s the former Chair of the Board of Montage Health and its subsidiaries, the former Vice-Chair of the Panetta Institute of Public Policy and a member of their investment committees. In the late 1990s, he co-founded Axios Data Analysis, one of the first large-scale data analytics firms focused on healthcare. His research experience also includes molecular biological work in gene sequencing and biophysics with a focus on positron emission neurofunctional brain imaging, and oncology through clinical cancer trials during a nearly 20-year period as Clinical Professor at Stanford University Hospital.
Patrick holds undergraduate, doctoral, and postdoctoral degrees from the University of Wisconsin, UCLA, and Stanford University, respectively. He additionally holds a certificate on Corporate Board Effectiveness from Harvard Business School.
"We are mindful of the real impacts of improving returns and lowering risks. We know foundations may grant more, endowments can support more, and retirees lives will be more secure.”