Personal Biography

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Lisa A. Welch

Name

Lisa A. Welch

Position

Senior Portfolio Manager, Capital Appreciation

Career Start Date

01-Jan-1986

Lisa is a senior managing director and senior portfolio manager at Manulife Investment Management, as well as the lead of the capital appreciation team. Lisa is also the team leader and a lead portfolio manager on the financial institutions team, which manages both the regional bank and financial industries strategies; she’s also a portfolio manager of John Hancock Balanced Fund (USA), Manulife U.S. Opportunities Fund (Canada), and the large-cap equity institutional equity strategy. In addition to her portfolio manager responsibilities, Lisa specializes in U.S. banking companies and provides fundamental equity research on financial companies for all diversified strategies managed by the company’s capital appreciation team. Prior to joining the company, Lisa was a senior supervisory analyst for the bank supervision and regulation division of the Federal Reserve Bank of Boston, as well as a senior bank examiner for the Federal Reserve Bank of New York.

  • Education: B.A. in Economics, Boston College; M.B.A., Bentley College
  • Joined the company: 1998
  • Began career: 1986