Scott Welch CIMA®

Scott Welch is the Chief Investment Officer of Dynasty Financial Partners, a provider of outsourced investment research, portfolio management, technology, and practice management solutions to RIAs and advisory teams making the move to independence.

Prior to joining Dynasty, Scott 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, Scott 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.

Scott holds the Certified Investment Management Analyst (CIMA®) designation and earned the Investment Strategist, Advanced Investment Strategist, and Alternative In-vestments Certificates from the Investment Management Consultants Association (IMCA). He sits on the Board of Directors of IMCA, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IMCA Investments & Wealth Monitor. He is FINRA Series 7, 24, 63, and 65 licensed.

Scott 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.