Global Head of Originations & Distribution
With nearly 30 years of experience in financial services and the investment management industry, Jeff Welday has both witnessed and contributed to meaningful innovation within the wealth and investment management space.
Mr. Welday joined Ben in the position of Global Head of Originations and Distribution in June of 2019 and has been instrumental in all of the company’s sales efforts, leading a team of professionals who interact with investors, asset owners, and allocators of capital. He is also a Registered Representative of AltAccess Securities Company, L.P.
His experience in business development, product management, and private market investments at firms such as Morgan Stanley and Invesco has helped him develop a deep understanding of the marketing and sales of private market and traditional asset management products and vehicles.
Prior to joining Ben, Mr. Welday spent nine years at Invesco where, for five years, he was head of retail business development, and, in his last four years, Executive Vice President- National Sales Director for the firm.
From 1999 to 2010, he held executive positions at Morgan Stanley Investment Management. He rose to the position of National Sales Director in 2003 and held that position until moving to Invesco.
He spent four years at JP Morgan Chase in New York City rising to the position of Product Manager.
Mr. Welday earned a Bachelor’s Degree in Business from Baylor University and completed the Certified Investment Management Analyst (CIMA) program at The Wharton School of the University of Pennsylvania.
Mr. Welday holds a Certified Investment Management Analyst (CIMA) designation as well as Series 7, Series 24, Series 51, Series 63, Series 65, and Series 79 licenses.