Scott Welch, CIMA®, IMCA®
Dynasty Financial Partners, Chief Investment Officer
Mr. Welch is currently the Chief Investment Officer of Dynasty Financial Partners and also serves on the Board of Directors for IMCA, the Investment Management Consultants Association.
Mr. Welch is also the founder of Unconstrained Thought, a macro-economic, investment, and wealth management consultancy. Prior, he was a co-founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that targeted high-net-worth investors.
Before joining Fortigent and its predecessor firm in 1998, Mr. Welch spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management, and the macroeconomic and investment landscape, and he is an award-winning author of numerous articles that have appeared in a variety of industry trade journals.
Mr. Welch holds the Certified Investment Management Analyst (CIMA®) designation and has earned Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investment Management Consultants Association (IMCA). He is FINRA Series 7, 24, 63, and 65 licensed.
He received a BS degree in Mathematics from the University of California, Irvine, and MBA from the University of Massachusetts, Amherst.