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Tony Welch, CFA, CMT, ETF Strategist, heads up NDR’s ETF Strategy, which focuses on implementation of NDR research themes. Additionally, Tony directs the NDR Advisory services, a strategy which aims to deliver solutions unique to the challenges faced by independent investment advisors.
Tony authors the weekly ETF Highlights with an emphasis on fund structure and selection. He also discusses ETF trends and tools that NDR clients can access in a weekly podcast, the ETF Talk. Tony is also responsible for creating and maintaining models, charts, indicators, and tools that relate to exchange traded products.
Tony joined Ned Davis Research Group in 2007. Prior to joining NDRG, Tony worked at Sarasota Capital Strategies in Sarasota, FL, where he helped create technical indicators, developed seasonal trading models, and provided commentary on exchange traded funds. Tony began his career at Ned Davis Research as the personal analyst for Ned Davis, the firm’s Senior Investment Strategist. After that, Tony worked with Tim Hayes, the firm’s Chief Global Investment Strategist to develop the NDR Emerging Market Strategy. In that role, Tony focused on broad emerging market trends, asset allocation, and market/sector selection.
Tony is a graduate of Florida State University with a Bachelor of Science in Finance. He is a CFA charterholder and a member of the Atlanta Society of Finance and Investment Professionals. He also holds the Chartered Market Technician (CMT) designation.