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Scott Welch

Chief Investment Officer & Partner at Certuity

Scott Welch, CIMA®, is currently serving as the Chief Investment Officer at Certuity since June 2024. Previous positions include Investment/Wealth Management Advisor at UnconstrainedThought from November 2023 to June 2024, and Chief Investment Officer - Model Portfolios at WisdomTree Asset Management from September 2019 to November 2023. Additionally, Scott held the role of Chief Investment Officer at Dynasty Financial Partners from June 2015 to September 2019, and was a co-founder and Chief Investment Officer at Fortigent, LLC from August 2006 to August 2014. Earlier career experience includes leadership roles at Lydian Wealth Management, The Globecon Group, and Swiss Bank Corporation, where Scott gained extensive knowledge in investment strategy, capital markets, and wealth management. Scott holds an MBA in Finance from the Isenberg School of Management at UMass Amherst and multiple advanced certificates from The Wharton School, specializing in investment consulting and wealth management.

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