Scott David Welch
Chief Investment Officer chez Premia Global Advisors LLC
Profil
Mr. Scott D.
Welch is a Chief Investment Officer at WisdomTree Investments, Inc. and at Premia Global Advisors LLC.
Prior to joining the Premia Global, Mr. Welch was a Co-Founder and former Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research technology, and practice management solutions to RIAs and banks that targeted high net worth investors.
Prior to joining Fortigent and its predecessor RIA in 1998, he spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives.
He earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst.
Postes actifs de Scott David Welch
| Sociétés | Poste | Début |
|---|---|---|
Premia Global Advisors LLC
 Premia Global Advisors LLC Investment ManagersFinance Premia Global Advisors LLC (Premia) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded by Miguel Sosa in 2016. The firm offers comprehensive wealth management and financial solutions for retail and institutional clients primarily in the US, Latin America and the Caribbean. | Chief Investment Officer | 01/05/2017 |
| Investment Management Consultants Association | Director/Board Member | 01/01/2022 |
Anciens postes connus de Scott David Welch
| Sociétés | Poste | Fin |
|---|---|---|
| WISDOMTREE, INC. | Chief Investment Officer | 01/11/2023 |
Dynasty Wealth Management LLC
 Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Chief Investment Officer | 01/09/2019 |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Chief Investment Officer | - |
Formation de Scott David Welch
| University of California, Irvine | Undergraduate Degree |
| University of Massachusetts | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| WISDOMTREE, INC. | Miscellaneous |
| Entreprise privées | 4 |
|---|---|
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Finance |
Dynasty Wealth Management LLC
Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Finance |
Premia Global Advisors LLC
Premia Global Advisors LLC Investment ManagersFinance Premia Global Advisors LLC (Premia) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded by Miguel Sosa in 2016. The firm offers comprehensive wealth management and financial solutions for retail and institutional clients primarily in the US, Latin America and the Caribbean. | Finance |
| Investment Management Consultants Association |
