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Patrick Welsh Email & Phone Number
Investment Performance Analyst
at
Cambridge Associates
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Performance Analyst
Location
Boston, Massachusetts, United States
Company size
Who is Patrick Welsh? Overview
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Quick answer
Patrick Welsh is listed as Investment Performance Analyst at Cambridge Associates, a with 1937 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Patrick Welsh.
Patrick Welsh previously worked as Billing Specialist at Cambridge Associates and Financial Services Intern at Double Eagle Partners. Patrick Welsh holds Bachelor Of Business Administration - Bba, Business Administration And Management, Finance, Senior from University Of Vermont Grossman School Of Business.
Company email context
Email format at Cambridge Associates
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Cambridge Associates
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Profile bio
About Patrick Welsh
Patrick Welsh is a finance major at the University of Vermont known for dedication, problem solving, and an unwavering commitment to learning. With a solid foundation in financial principles and strong analytical skills developed during his studies, he is passionate about staying at the forefront of industry trends. Patrick's interpersonal skills enable effective collaboration, making him a valuable team player. He is excited to embark on a finance career, driven to contribute innovative solutions and drive success.
Current workplace
Patrick Welsh's current company
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Cambridge Associates
5 roles
Patrick Welsh work experience
A career timeline built from the work history available for this profile.
Billing Specialist
Current
Jun 2024 - Present
Financial Services Intern
-Y Charts Presentations: Created client-specific presentations with Y Charts' graphing tools, simplifying complex financial information.-Y Charts Monthly Reports: Generated monthly reports for clients using Y Charts, providing regular updates on investment performance.-Schwab's Institutional Intelligent Portfolio: Utilized Schwab's robo-advisor platform to craft tailored investment models for clients with distinct objectives.-Y Charts Data Analysis: Conducted in-depth data analysis in Y Charts, including performance, dividend yield, and ETF size assessment.-Audio Editing and Podcast Management: Served as a sound and audio editor for a weekly podcast, using Adobe Audition and publishing on Spotify.-Excel Reporting: Produced detailed reports in Excel, employing advanced functions like VLOOKUP and Pivot Tables, aiding managing partners in decision-making.-RIA in a Box Compliance: Performed compliance tasks, including email and social media review, email archiving, correspondence history review, and advertising review.-EY External Independence System: Validated pre-trade compliance for EY Partner clients, ensuring adherence to regulatory and internal policies.
May 2023 - Jun 2024
Retail Sales Associate
Cheese & Wine Traders
Jun 2022 - Nov 2022
Bar Back
May 2021 - Aug 2021
Team & coworkers
Colleagues at Cambridge Associates
Other employees you can reach at cambridgeassociates.com. View company contacts for 1937 employees →
BM
Bob Mekenzie
Colleague at Cambridge AssociatesLondon, England, United Kingdom
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GF
Greg Faulkner, Cfa
Colleague at Cambridge AssociatesBoston, Massachusetts, United States
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SG
Soan Gibson
Colleague at Cambridge AssociatesNew Alexandria, Virginia, United States
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JT
Joseph Thompson
Colleague at Cambridge AssociatesArlington, Virginia, United States
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BF
Brendan F.
Colleague at Cambridge AssociatesSan Francisco Bay Area, United States
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GB
Geoffrey Biron, Cfa
Colleague at Cambridge AssociatesBoston, Massachusetts, United States
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KP
Karl Pothier
Colleague at Cambridge AssociatesNew Brunswick, Canada
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MV
Maahir Vohra
Colleague at Cambridge AssociatesHackettstown, New Jersey, United States
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RS
Rj Stevens
Colleague at Cambridge AssociatesBoston, Massachusetts, United States
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BD
Brian Deangelo
Colleague at Cambridge AssociatesGreater Boston, United States
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Bob Mekenzie
Colleague at Cambridge AssociatesLondon, England, United Kingdom
View →
GF
Greg Faulkner, Cfa
Colleague at Cambridge AssociatesBoston, Massachusetts, United States
View →
SG
Soan Gibson
Colleague at Cambridge AssociatesNew Alexandria, Virginia, United States
View →
JT
Joseph Thompson
Colleague at Cambridge AssociatesArlington, Virginia, United States
View →
BF
Brendan F.
Colleague at Cambridge AssociatesSan Francisco Bay Area, United States
View →
GB
Geoffrey Biron, Cfa
Colleague at Cambridge AssociatesBoston, Massachusetts, United States
View →
KP
Karl Pothier
Colleague at Cambridge AssociatesNew Brunswick, Canada
View →
MV
Maahir Vohra
Colleague at Cambridge AssociatesHackettstown, New Jersey, United States
View →
RS
Rj Stevens
Colleague at Cambridge AssociatesBoston, Massachusetts, United States
View →
BD
Brian Deangelo
Colleague at Cambridge AssociatesGreater Boston, United States
View →
2 education records
Patrick Welsh education
Bachelor Of Business Administration - Bba, Business Administration And Management, Finance, Senior
High School Diploma
Hopkinton High School
FAQ
Frequently asked questions about Patrick Welsh
Quick answers generated from the profile data available on this page.
What company does Patrick Welsh work for?
Patrick Welsh works for Cambridge Associates.
What is Patrick Welsh's role at Cambridge Associates?
Patrick Welsh is listed as Investment Performance Analyst at Cambridge Associates.
Where is Patrick Welsh based?
Patrick Welsh is based in Boston, Massachusetts, United States while working with Cambridge Associates.
What companies has Patrick Welsh worked for?
Patrick Welsh has worked for Cambridge Associates, Double Eagle Partners, Cheese & Wine Traders, and Cape Cod Coffee.
Who are Patrick Welsh's colleagues at Cambridge Associates?
Patrick Welsh's colleagues at Cambridge Associates include Bob Mekenzie, Greg Faulkner, Cfa, Soan Gibson, Joseph Thompson, and Brendan F..
How can I contact Patrick Welsh?
You can use AeroLeads to view verified contact signals for Patrick Welsh at Cambridge Associates, including work email, phone, and LinkedIn data when available.
What schools did Patrick Welsh attend?
Patrick Welsh holds Bachelor Of Business Administration - Bba, Business Administration And Management, Finance, Senior from University Of Vermont Grossman School Of Business.
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