Our Team

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Richard M. Welch, Jr.

President and Chief Investment Officer

Richard M. Welch, Jr. (Rick) is the President and Chief Investment Officer of Academy Wealth Advisers.  He is responsible for managing all client relationships, portfolio management services, diversification and asset allocation strategies, investment research, performance reporting, compliance and marketing.

Prior to founding this firm, Rick had extensive corporate ownership experience. He was the cofounder of RIMIRO Corporation which would become a fully integrated municipal waste collection, landfill and recycling company. RIMIRO and its subsidiaries were merged into Waste Management, Inc. He was the President and a shareholder of Minuteman Lubricants, an industrial lubricant manufacturer with operations in Pennsylvania, Ohio and West Virginia. Minuteman was merged into Agip Petroli, S.p.A., a subsidiary of Italian multinational oil and gas company, Eni, S.p.A.  He served as an officer in the United States Marine Corps from 1981 to 1986.

Rick holds a Bachelor of Science from the United States Naval Academy, a Master of Science in Systems Management from the University of Southern California and a Master of Science in Finance from Temple University. He holds FINRA Licenses 63 and 65 and Pennsylvania Life Insurance and Variable Annuity Licenses.

He has been married to his wife, Susan, for 30 years and has three grown children. He has long been active in his community having served as the President of a local school board and as a coach in youth sports. He currently serves on the Board of Directors of the Heritage Conservancy which is an accredited conservation organization that specializes in open space conservation, natural resource protection and historic structure preservation. 

Please click here linked-in.png  to view Ricks' resume.

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Robert J. Welch

Shareholder

Robert J. Welch (Bob) is a shareholder of Academy Wealth Advisers.  A seasoned real estate investor, Bob, advises clients on real estate transactions and investments.  His hands-on experience in this area includes zoning and land use, planning, demographics, environmental permitting, traffic studies, management, condemnation, lease negotiation, historic preservation and site acquisition.

Bob has extensive corporate ownership experience. He was a shareholder of RIMIRO Corporation, Minuteman Lubricants and Pine Grove Landfill, Inc., the latter of which was acquired by a subsidiary of DELMARVA Power and Light Company.  He was also the President and sole shareholder of Razorback Disposal, Inc., which provided municipal waste collection and landfill services prior to its merger into USA Waste Services. 

Bob holds a Bachelor of Science degree from the United States Military Academy.  He served as an officer in the United States Army from 1984 to 1988.

He has been married to his wife, Amy, for 30 years and has two grown children.  He is active in his community and has served as both the President of the Central Bucks Chamber of Commerce and as a Trustee of the James A. Michener Art Museum.

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