About

History

About Sandra Welsey Corporation

Sandra Welsey Holloway is the Founder, CEO, and CIO of Sandrawelsey Corporation. As Chief Investment Officer (“CIO”) and Portfolio Manager, Sandra led the development of low-risk investment approach and has ultimate responsibility for investment decisions.

Prior, Sandra spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Sandra joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Sandra received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.

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Our Values

1.

Knowledge

All of us at Sandra Wesley Corporaton believe learning is an ongoing pursuit and we take great pride in our extensive knowledge of different investment approach. Through continuous professional development and industry research we keep our expertise robust and current at all times.
2.

Understanding

We recognizes that disruptive innovation causes rapid cost declines, cuts across sectors, and spawns further innovation. Through an iterative investment process, combining top-down and bottom-up research, we aims to identify innovation early, capitalize on the opportunities, and provide long-term value to investors.
3.

Guidance

When you’re not sure of the right approach or worried you’ll make the wrong decision, we are here to guide you. We make sure to fully understand every client’s unique investment goals so we can provide you with the options you need to make informed and knowledgeable decisions.
4.

Clarity

We delight in seeing our clients truly understand the process and the details. Our managers take their time to ensure every step is made simple and clear. From your initial consultation, to the signing of documents, and well into the future, we are here to demystify the process.