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Joseph Welsh, CFA

Head of Senior Corporate Loan Team

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  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University

Joseph Welsh, CFA, is the Head of the Senior Corporate Loan Team and has been a portfolio manager of the Senior Loans strategy and Oppenheimer Senior Floating Rate Plus Fund since their inceptions. He also co-manages several institutional portfolios that invest in senior loans.

He has been with the Firm since 1995.

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  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University
  • 27 YRS

    Industry

  • 23 YRS

    Oppenheimer

Managed Strategies

Fixed Income

Name Strategy Inception Date Composite Inception Date Q4 2018 YTD 2018 1 Yr 3 Yr 5 Yr Life
Senior Loans 09/08/1999 12/31/2007 -4.12 -0.28 -0.28 5.67 3.31 4.65
Annualized Composite Returns (%) net of fees as of 12/31/2018
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