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Scott David Welch
Chief Investment Officer at Premia Global Advisors LLC
Profile
Mr. Scott D.
Welch is a Chief Investment Officer at Premia Global Advisors LLC and a Chief Investment Officer at Certuity 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., a Chief Investment Officer by Dynasty Wealth Management LLC, and a Chief Investment Officer by Dynasty Financial Partners LLC.
He received his undergraduate degree from the University of California, Irvine and an MBA from the University of Massachusetts.
Scott David Welch active positions
Companies | Position | Start |
---|---|---|
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 |
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. | Chief Investment Officer | - |
Former positions of Scott David Welch
Companies | Position | End |
---|---|---|
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 | - |
Training of Scott David Welch
University of California, Irvine | Undergraduate Degree |
University of Massachusetts | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
WISDOMTREE, INC. | Miscellaneous |
Private companies | 5 |
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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 |
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. | 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 |
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