Certuity Names Scott Welch as Chief Investment Officer
24 Junio 2024 - 7:00AM
Business Wire
Certuity announced today that Scott Welch has joined the
firm as Chief Investment Officer. Mr. Welch brings more than 25
years of investment experience to his role, most recently as a
member of the WisdomTree Asset Allocation and Investment Committees
and Chief Investment Officer of their model portfolios.
Prior to WisdomTree, Mr. Welch served as Chief Investment
Officer of Dynasty Financial Partners, as well as Co-Founder and
Chief Investment Officer of Fortigent, LLC, 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, Mr. Welch
spent more than 12 years on Wall Street.
“Scott brings an extraordinary depth of expertise in
investments, and we couldn’t be more excited to welcome him to the
Certuity team,” said Mr. Rich Bursek, President of Certuity.
“I am honored to join a firm that is so dedicated to providing
its clients with truly comprehensive investment solutions that are
in their best interests,” Mr. Welch said. “The integrity,
innovation and culture at Certuity is inspiring. I cannot wait to
be more active with the firm.”
Mr. Welch holds the Certified Investment Management Analyst
(CIMA®) 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.
In 2024, Mr. Welch was awarded the Wealth Management Impact
Award from IWI in recognition of his significant contributions to
the wealth management industry over the course of his career.
Mr. Welch earned a Bachelor of Science in Mathematics from the
University of California, Irvine, and an MBA with a concentration
in Finance from the University of Massachusetts Amherst.
About Certuity
Certuity is a multi-family office and SEC registered investment
adviser (RIA) that manages more than $4 billion in assets and
provides a holistic approach to wealth management, legacy planning,
and family office and investment consulting services to high- and
ultra-high-net-worth families, founders, business owners,
entrepreneurs and select institutions. Certuity has offices in New
York City, North Palm Beach, Manhattan Beach and Santa Monica.
Learn more at www.Certuity.com.
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Michael Walsh
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