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Scott David Welch
Directeur en chef des Investissements chez
Premia Global Advisors LLC
Profil
Mr. Scott D.
Welch is a Chief Investment Officer at Premia Global Advisors LLC, a Chief Investment Officer & Partner at Certuity LLC and an Investment Committee at Aaron Wealth Advisors LLC.
He is on the Board of Directors at Investment Management Consultants Association.
Mr. Welch was previously employed as a Chief Investment Officer by WisdomTree, Inc., by Dynasty Wealth Management LLC, and by Dynasty Financial Partners LLC.
He received his undergraduate degree from the University of California, Irvine and an MBA from the University of Massachusetts.
Postes actifs de Scott David Welch
| Sociétés | Poste | Début |
|---|---|---|
Premia Global Advisors LLC
 Premia Global Advisors LLC Investment ManagersFinance Premia constructs customized investment portfolios, primarily consisting of equity, fixed income securities, mutual funds, exchange traded funds, (ETFs) and alternative investment products such as hedge funds, structured products, limited partnerships, or private placements of securities. Their investment strategy is primarily long-term focused, but Premia may buy, sell, or re-allocate positions that have been held less than one year to meet the objectives of the client or due to market conditions. | Directeur en chef des Investissements | 01/05/2017 |
Investment Management Consultants Association
 Investment Management Consultants Association Miscellaneous Commercial ServicesCommercial Services Operates as a professional association and provides education services | Directeur/Membre du Conseil | 01/01/2022 |
Certuity LLC
 Certuity LLC Investment ManagersFinance Certuity believes that diversification is an important component to maximizing risk-adjusted returns over time. The firm emphasizes the importance of fundamental macro research and a rigorous risk management approach to achieving clients’ goals. They deliver tailored portfolio investment recommendations and portfolio construction based on insights and analysis from in-house and third-party investment tools and research. | Directeur en chef des Investissements | - |
Aaron Wealth Advisors LLC
 Aaron Wealth Advisors LLC Investment ManagersFinance Aaron Wealth Advisors’ investment strategies and advice may vary depending upon each client's specific financial situation. As such, the firm determines investments and allocations based upon client’s predefined objectives, risk tolerance, time horizon, financial information, liquidity needs and other various suitability factors. | Membre du Comité d'Investissement | - |
Anciens postes connus de Scott David Welch
| Sociétés | Poste | Fin |
|---|---|---|
| WISDOMTREE, INC. | Directeur en chef des Investissements | 01/11/2023 |
Dynasty Wealth Management LLC
 Dynasty Wealth Management LLC Investment ManagersFinance DWM or the designated financial intermediary is responsible for the creation of a series of models with varying asset allocations and risk profiles. To implement the models, the firm conducts initial and ongoing due diligence on research providers that provide their own model portfolio allocations. In addition, DWM may select mutual funds, individual stocks, and/or ETFs for each model. To implement the models, the firm has selected an Overlay Manager responsible for performing the buy/sell transactions. | Directeur en chef des Investissements | 01/09/2019 |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | - |
Formation de Scott David Welch
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
73
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
WisdomTree, Inc.
 WisdomTree, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates as an asset management company | Miscellaneous |
University of California, Irvine
 University of California, Irvine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Management Consultants Association
Investment Management Consultants Association Miscellaneous Commercial ServicesCommercial Services Operates as a professional association and provides education services | Commercial Services |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Provides investment advice | Finance |
The Isenberg School of Management
 The Isenberg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dynasty Wealth Management LLC
Dynasty Wealth Management LLC Investment ManagersFinance DWM or the designated financial intermediary is responsible for the creation of a series of models with varying asset allocations and risk profiles. To implement the models, the firm conducts initial and ongoing due diligence on research providers that provide their own model portfolio allocations. In addition, DWM may select mutual funds, individual stocks, and/or ETFs for each model. To implement the models, the firm has selected an Overlay Manager responsible for performing the buy/sell transactions. | Finance |
Certuity LLC
Certuity LLC Investment ManagersFinance Certuity believes that diversification is an important component to maximizing risk-adjusted returns over time. The firm emphasizes the importance of fundamental macro research and a rigorous risk management approach to achieving clients’ goals. They deliver tailored portfolio investment recommendations and portfolio construction based on insights and analysis from in-house and third-party investment tools and research. | Finance |
Premia Global Advisors LLC
Premia Global Advisors LLC Investment ManagersFinance Premia constructs customized investment portfolios, primarily consisting of equity, fixed income securities, mutual funds, exchange traded funds, (ETFs) and alternative investment products such as hedge funds, structured products, limited partnerships, or private placements of securities. Their investment strategy is primarily long-term focused, but Premia may buy, sell, or re-allocate positions that have been held less than one year to meet the objectives of the client or due to market conditions. | Finance |
Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC Investment ManagersFinance Aaron Wealth Advisors’ investment strategies and advice may vary depending upon each client's specific financial situation. As such, the firm determines investments and allocations based upon client’s predefined objectives, risk tolerance, time horizon, financial information, liquidity needs and other various suitability factors. | Finance |
