Audrey Welcyng
Associate Financial Planner
Audrey Welcyng
Associate Financial Planner
Audrey graduated from St. Bonaventure University in 2025 with a Bachelor of Business Administration in Finance and Economics and completed the Bloomberg Market Concepts (BMC) certification during her studies. She served as a General Manager for Students in Money Management (SIMM), a student-run investment club, where she helped oversee a student-managed portfolio of approximately $650,000, delivered weekly market updates, and guided equity pitch development. Through her progression across multiple roles within SIMM, Audrey developed a strong, hands-on foundation in investment analysis and portfolio management.
She also held leadership and mentorship roles as a Residential Assistant, Student Instructor, and Academic Center of Excellence Mentor, and volunteered with organizations including the Warming House, Bona Buddies, and the SPCA. Outside of work, Audrey enjoys learning Japanese, skiing, and spending time with her family.
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