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Scott David Welch
Chief Investment Officer bij Premia Global Advisors LLC
Profiel
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.
Actieve functies van Scott David Welch
Bedrijven | Functie | Begin |
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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 | Directeur/Bestuurslid | 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 | - |
Eerdere bekende functies van Scott David Welch
Bedrijven | Functie | Einde |
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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 | - |
Opleiding van Scott David Welch
University of Massachusetts | Masters Business Admin |
University of California, Irvine | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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WISDOMTREE, INC. | Miscellaneous |
Bedrijven in privébezit | 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 |
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 |
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 |
Investment Management Consultants Association | |
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 |