Scott David Welch
Directeur en chef des Investissements chez Premia Global Advisors LLC
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| James Ouderkirk | M | - |
Certuity LLC
 Certuity LLC Investment ManagersFinance Certuity LLC is a SEC-registered investment advisor and wealth management firm headquartered in North Palm Beach, Florida. The firm was founded by John Krambeer in 2004 as Camden Capital LLC. They are a subsidiary of Certuity Holdings LLC. Certuity provides investment advisory, legacy planning, family office and investment consulting services to high to ultra-high net worth families and individuals, business owners, attorneys, trusts, private foundations, endowments, family offices, other business entities and pooled investment vehicles. | 3 ans |
| Miguel Sosa | M | - |
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. | 8 ans |
| Christine Gaze | F | - |
Investment Management Consultants Association
| 8 ans |
| Tonia Pankopf | F | 56 | 1 ans | |
| Rilla Delorier | F | 57 | 1 ans | |
| Daniela Mielke | F | 58 | 2 ans | |
| Smita Conjeevaram | F | 63 | 3 ans | |
| Christopher Blassick | M | - |
Certuity LLC
Certuity LLC Investment ManagersFinance Certuity LLC is a SEC-registered investment advisor and wealth management firm headquartered in North Palm Beach, Florida. The firm was founded by John Krambeer in 2004 as Camden Capital LLC. They are a subsidiary of Certuity Holdings LLC. Certuity provides investment advisory, legacy planning, family office and investment consulting services to high to ultra-high net worth families and individuals, business owners, attorneys, trusts, private foundations, endowments, family offices, other business entities and pooled investment vehicles. | 7 ans |
| Lynn Blake | F | 59 | 2 ans | |
| Shamla Naidoo | F | 59 | 1 ans | |
| Tim Whiting | M | - |
Investment Management Consultants Association
| - |
| Brian Konish | M | - |
Investment Management Consultants Association
| - |
| Steven C. Weisman | M | - |
Investment Management Consultants Association
| - |
| Libet Anderson | F | - |
Investment Management Consultants Association
| 2 ans |
| Mike Kurz | M | - |
Investment Management Consultants Association
| - |
| Todd J. Wagenberg | M | - |
Investment Management Consultants Association
| - |
| Peter Charles Sinatra | M | 56 |
Investment Management Consultants Association
| - |
| Desiree Maldonado | F | - |
Investment Management Consultants Association
| - |
| Shannon A. King | M | - |
Investment Management Consultants Association
| - |
| W. Glenn Parker | M | - |
Investment Management Consultants Association
| - |
| Thomas Bidwell | M | - |
Investment Management Consultants Association
| - |
| Michael Lent | M | - |
Investment Management Consultants Association
| - |
| Patricia Farrar-Rivas | F | - |
Investment Management Consultants Association
| - |
| Roger Capen Shaffer | M | - |
Investment Management Consultants Association
| - |
| David Blisk | M | - |
Investment Management Consultants Association
| - |
| Ed Baker | M | 73 |
Investment Management Consultants Association
| - |
| Mary Anne Wiley | F | - |
Investment Management Consultants Association
| - |
| Tyler Finlinson | M | - |
Investment Management Consultants Association
| - |
| W. Craig Reed | M | - |
Investment Management Consultants Association
| - |
| Rex Phillip Macey | M | - |
Investment Management Consultants Association
| - |
| Thomas J. MacKell | M | 82 |
Investment Management Consultants Association
| - |
| Katherine E. Nixon | F | - |
Investment Management Consultants Association
| - |
| Brian S. Hamburger | M | - |
Investment Management Consultants Association
| - |
| Margaret MacCarthy Bacon | F | - |
Investment Management Consultants Association
| - |
| Rose Cammareri | F | - |
Investment Management Consultants Association
| - |
| James E. Brady | M | - |
Investment Management Consultants Association
| - |
| Sean R. Walters | M | - |
Investment Management Consultants Association
| - |
| Jason B. Stewart | M | - |
Investment Management Consultants Association
| - |
| John A. Gomez | M | - |
Investment Management Consultants Association
| - |
| Nick Feild | M | - |
Investment Management Consultants Association
| - |
| Jud Durel | M | - |
Investment Management Consultants Association
| - |
| Peter M. Gorman | M | - |
Investment Management Consultants Association
| - |
| Allison Winn Kaplan | F | - |
Investment Management Consultants Association
| - |
| Jack Baldwin | M | - |
Investment Management Consultants Association
| - |
| Jay E. Pluimer | M | - |
Investment Management Consultants Association
| - |
| Gregory Ballew | M | - |
Investment Management Consultants Association
| - |
| James Watson | M | 69 |
Investment Management Consultants Association
| - |
| Jeremy Campbell | M | - | 3 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Frank Salerno | M | 64 | 18 ans | |
| Amit Muni | M | 55 | 13 ans | |
| Michael Steinhardt | M | 83 | 15 ans | |
| Harold Singleton | M | 61 | 1 ans | |
| Bruce I. Lavine | M | 57 | 15 ans | |
| Deborah Fuhr | F | 64 | 1 ans | |
| Susan Cosgrove | F | 61 | 3 ans | |
| Joseph Thomas Dursi | M | - |
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. | 2 ans |
| Michael Charles Brown | M | - |
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. | 8 ans |
| Ravinder Azad | M | - | - | |
| Anita Rausch | F | - | - |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 59 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Scott David Welch
- Réseau Personnel
