Scott David Welch
Chief Investment Officer at Premia Global Advisors LLC
Scott David Welch active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | 30/04/2017 | - |
| Investment Management Consultants Association | Director/Board Member | 31/12/2021 | - |
Career history of Scott David Welch
Former positions of Scott David Welch
| Companies | Position | Start | End |
|---|---|---|---|
| WISDOMTREE, INC. | Chief Investment Officer | 15/09/2019 | 31/10/2023 |
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 | 31/05/2015 | 31/08/2019 |
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 | 13/05/2015 | - |
Training of Scott David Welch
| University of California, Irvine | Undergraduate Degree |
| University of Massachusetts | Masters Business Admin |
Statistics
International
| United States | 8 |
Operational
| Chief Investment Officer | 4 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 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 |
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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