Dr. Patrick Welton

Dr. Welton is Co-Founder of the firm and serves as the CIO. He has been an active investor for more than three decades, an investment manager since 1989, and actively contributes to the firm’s ongoing research. Dr. Welton has served on committees for the Managed Funds Association (MFA) and as a prior 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 about alternative investments, macroeconomic impacts on markets, and investment theory. Dr. Welton serves as Chair of the Board of Montage Health and its subsidiaries and Chairs its pension and foundation investment committee. He serves as the Vice-Chair of the Panetta Institute of Public Policy where he also serves on its investment committee. In the late 1990’s, he Co-Founded Axios Data Analysis, one of the first large scale data analytics firms focused on healthcare data. His former research experience includes molecular biological work in gene sequencing, 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. He holds undergraduate, doctoral and postdoctoral degrees from the University of Wisconsin, University of California, Los Angeles (UCLA), and Stanford University respectively.