Rosa Y.C. Welton, CFA Senior Vice President, U.S. Value Equity
321 N. Clark St., Chicago, IL 60654  |  312.595.6921  |

Areas of Focus: Small Cap Value and Micro Cap Value Investing

Profile:

• Co-portfolio manager for the Small Cap Value portfolio and Micro Cap Value portfolio
• Previously an investment analyst at Deloitte & Touche Investment Advisors, where she performed due diligence on investment managers. She was also a management consultant for Deloitte & Touche LLP implementing financial systems
• CFA Charterholder
• Certified Public Accountant (CPA)
• Holds Series 63, 65 and 7 licenses

Education:

• B.S.E. and B.A.S., University of Pennsylvania
• M.B.A., Columbia Business School

Affiliations:

• CFA Institute, member
• American Institute of CPAs, member