Analyst
Current
Apr 2019 - Present
AeroLeads people directory · profile
Stephen J. Welch, Cfa Email & Phone Number
Analyst
at
Morningstar Research Services LLC
1 work email found
@morningstar.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Analyst
Location
Greater Chicago Area, United States
Who is Stephen J. Welch, Cfa? Overview
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Quick answer
Stephen J. Welch, Cfa is listed as Analyst at Morningstar Research Services LLC, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Stephen J. Welch, Cfa.
Stephen J. Welch, Cfa previously worked as Principal at Sjw and Equity Partner at Grace Support Services, Llc (Formerly Grace Trading, Llc). Stephen J. Welch, Cfa holds Master Of Business Administration (Mba), Finance, Analytic Finance, And Economics from The University Of Chicago Booth School Of Business.
Company email context
Email format at Morningstar Research Services LLC
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*@morningstar.com
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Profile bio
About Stephen J. Welch, Cfa
Stephen Welch, CFA has an MBA in ANALYTIC FINANCE from THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS and a BE in COMPUTER ENGINEERING AND MATHEMATICS from VANDERBILT UNIVERSITY. His goal is to utilize his academic knowledge of assets to further his career with a money management firm. Money management firms will have an interest in his background because Stephen is:• A decisive detail-oriented team player with a profitable trading track record. • An accomplished problem solver with asset management systems and processes.• A professional who is successful in managing multiple responsibilities in fast-paced time-critical environments.Stephen worked for the same company, Grace Support Services, LLC (formerly Grace Trading, LLC) from the time he graduated Vanderbilt University until his second year at The University of Chicago Booth School of Business. During his tenure at Grace, he was promoted four times, from his starting position as Trading Clerk all the way to Equity Partner. Details of his specific achievements can be found under the relevant position in the Experience section.
Listed skills include Options, Valuation, Financial Analysis, Equities, and 5 others.
Current workplace
Stephen J. Welch, Cfa's current company
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3 roles
Stephen J. Welch, Cfa work experience
A career timeline built from the work history available for this profile.
Principal
Sjw
After completing last year of MBA classes and in emulation of retired founder of Grace Trading, LLC, established a proprietary CME commodity and index future markets electronic trading operation.
Equity Partner
Grace Support Services, Llc (Formerly Grace Trading, Llc)
EQUITY PARTNER, GRACE SUPPORT SERVICES, LLC (1/10-1/12)After founder restructured/renamed company to promote 4 traders to Partner level while retiring himself, traded CBOE SPX options & CME S&P 500 index options electronically for this same 10-person proprietary trading firm. Heavily involved in risk management. Managed daily hedging strategies of gamma exposure &, during expiration, flattening of roll positions utilizing theoretical scenarios. HEAD TRADER, GRACE… Show more EQUITY PARTNER, GRACE SUPPORT SERVICES, LLC (1/10-1/12)After founder restructured/renamed company to promote 4 traders to Partner level while retiring himself, traded CBOE SPX options & CME S&P 500 index options electronically for this same 10-person proprietary trading firm. Heavily involved in risk management. Managed daily hedging strategies of gamma exposure &, during expiration, flattening of roll positions utilizing theoretical scenarios. HEAD TRADER, GRACE TRADING, LLC (1/08-1/10)Managed overall Dow index option position, determining risk & hedging strategies based on day-to-day positions. Trained new employees for trading index option trader positions. Supervised 2 trading clerks and 1 Dow trader.DESK TRADER, GRACE TRADING, LLC (1/05-1/08)Traded eCBOT DJIA, CBOE DJX/DIA, & CBOE SPX options. Trained/educated clerks. Personally received significant in-depth on-the-job training on managing arbitrage group’s positions & expiration risk from founder.MARKET MAKER, GRACE TRADING, LLC (3/04-1/05)Assisted in setting option prices & volatility in day-to-day environment for group.TRADING CLERK, GRACE TRADING, LLC (6/03–3/04)Served as liaison between group of index option market makers, creating overall & daily positions for group. Show less
Jun 2003 - Jan 2012
2 education records
Stephen J. Welch, Cfa education
Master Of Business Administration (Mba), Finance, Analytic Finance, And Economics
Bachelor Of Engineering (B.E.), Computer Engineering And Mathematics
FAQ
Frequently asked questions about Stephen J. Welch, Cfa
Quick answers generated from the profile data available on this page.
What company does Stephen J. Welch, Cfa work for?
Stephen J. Welch, Cfa works for Morningstar Research Services LLC.
What is Stephen J. Welch, Cfa's role at Morningstar Research Services LLC?
Stephen J. Welch, Cfa is listed as Analyst at Morningstar Research Services LLC.
What is Stephen J. Welch, Cfa's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Stephen J. Welch, Cfa at Morningstar Research Services LLC.
Where is Stephen J. Welch, Cfa based?
Stephen J. Welch, Cfa is based in Greater Chicago Area, United States while working with Morningstar Research Services LLC.
What companies has Stephen J. Welch, Cfa worked for?
Stephen J. Welch, Cfa has worked for Morningstar Research Services Llc, Sjw, and Grace Support Services, Llc (Formerly Grace Trading, Llc).
How can I contact Stephen J. Welch, Cfa?
You can use AeroLeads to view verified contact signals for Stephen J. Welch, Cfa at Morningstar Research Services LLC, including work email, phone, and LinkedIn data when available.
What schools did Stephen J. Welch, Cfa attend?
Stephen J. Welch, Cfa holds Master Of Business Administration (Mba), Finance, Analytic Finance, And Economics from The University Of Chicago Booth School Of Business.
What skills is Stephen J. Welch, Cfa known for?
Stephen J. Welch, Cfa is listed with skills including Options, Valuation, Financial Analysis, Equities, Investments, Due Diligence, Economics, and Derivatives.
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