Scott David Welch
Chief Investment Officer at Premia Global Advisors LLC
Profile
Mr. Scott D.
Welch is a Chief Investment Officer at WisdomTree Investments, Inc. and at Premia Global Advisors LLC.
Prior to joining the Premia Global, Mr. Welch was a Co-Founder and former Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research technology, and practice management solutions to RIAs and banks that targeted high net worth investors.
Prior to joining Fortigent and its predecessor RIA in 1998, he spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives.
He earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst.
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 registered investment advisor headquartered in Coral Gables, Florida. It was founded by Miguel Sosa in 2016. The firm offers discretionary and non-discretionary investment advisory services to retail and institutional clients primarily in the US, Latin America and the Caribbean. Premia caters to high net worth individuals, families, trusts, estates, foundations, charitable organizations, personal investment companies, personal holding companies, corporations, pension funds, and other business or government or quasi-government entities. | Chief Investment Officer | 2017-04-30 |
| Investment Management Consultants Association | Director/Board Member | 2021-12-31 |
Former positions of Scott David Welch
| Companies | Position | End |
|---|---|---|
| WISDOMTREE, INC. | Chief Investment Officer | 2023-10-31 |
Dynasty Wealth Management LLC
 Dynasty Wealth Management LLC Investment ManagersFinance Part of Dynasty Financial Partners, Inc., Dynasty Wealth Management LLC provides investment advice. The private company is based in St. Petersburg, FL. The company was founded in 2010. Shirl Thomas Penney has been the CEO of the company since 2010. | Chief Investment Officer | 2019-08-31 |
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 | 4 |
|---|---|
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 Part of Dynasty Financial Partners, Inc., Dynasty Wealth Management LLC provides investment advice. The private company is based in St. Petersburg, FL. The company was founded in 2010. Shirl Thomas Penney has been the CEO of the company since 2010. | Finance |
Premia Global Advisors LLC
Premia Global Advisors LLC Investment ManagersFinance Premia Global Advisors LLC (Premia) is an independent registered investment advisor headquartered in Coral Gables, Florida. It was founded by Miguel Sosa in 2016. The firm offers discretionary and non-discretionary investment advisory services to retail and institutional clients primarily in the US, Latin America and the Caribbean. Premia caters to high net worth individuals, families, trusts, estates, foundations, charitable organizations, personal investment companies, personal holding companies, corporations, pension funds, and other business or government or quasi-government entities. | Finance |
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