The new CIO has worked in a number of roles in the wealth and investment sectors for more than a quarter of a century.
Certuity, an RIA, has
appointed former WisdomTree and Dynasty figure Scott Welch as
chief investment officer.
Welch, who has more than 25 years’ investment experience, was
most recently a member of the WisdomTree asset allocation and
investment committees and CIO of their model portfolios.
Before this, Welch was CIO of Dynasty Financial Partners, and
co-founder chief investment officer of Fortigent, a provider of
outsourced investment research, technology, and practice
management solutions to RIAs and banks that was purchased by LPL
Financial. Before joining Fortigent and its predecessor RIA in
1998, Welch spent more than 12 years on Wall Street.
Welch holds the Certified Investment Management Analyst
designation, as well as the Investment Strategist, Advanced
Investment Strategist, and Alternative Investments Certificates
from the Investments & Wealth Institute (IWI). He has served on
the board of directors of IWI, the advisory board of the ABA
Wealth Management and Trust Conference, and the editorial
advisory boards of the Journal of Wealth Management and
the IWI Investments & Wealth Monitor.
Certuity has offices in New York City, North Palm Beach,
Manhattan Beach and Santa Monica.
