Anthony Warren Welch
Director Ejecutivo en Sarasota Capital Strategies, Inc. .
Perfil
Mr. Anthony W.
Welch is a President & Portfolio Manager at Sarasota Capital Strategies, Inc. He is the owner of Sarasota Capital Strategies and he manages the investment process.
He has over 30 years of experience.
Mr. Welch has been a financial planner since 1992 when he worked for IDS American Express.
He became a Certified Financial Planner in 1994.
He graduated from the University of South Florida with a B.A.
in Finance.
Mr. Welch is a Certified Financial Planner and a Charted Financial Consultant.
Cargos activos de Anthony Warren Welch
| Empresas | Cargo | Inicio |
|---|---|---|
Sarasota Capital Strategies, Inc.
 Sarasota Capital Strategies, Inc. Investment ManagersFinance Sarasota Capital Strategies, Inc. (SCS) is an independent asset management firm headquartered in Osprey, Florida. The firm was founded in 2002 by Ian Naismith and Anthony Welch. SCS provides investment advisory services to individuals, trusts, corporations, foundations, and estates. | Director Ejecutivo | 01/01/2002 |
Antiguos cargos conocidos de Anthony Warren Welch.
| Empresas | Cargo | Fin |
|---|---|---|
Welch & Associates, Inc.
 Welch & Associates, Inc. Investment ManagersFinance Welch & Associates, Inc. provides investment advice. The private company is based in Osprey, FL. | Presidente | 01/12/2012 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Formación de Anthony Warren Welch.
| University of South Florida | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Sarasota Capital Strategies, Inc.
Sarasota Capital Strategies, Inc. Investment ManagersFinance Sarasota Capital Strategies, Inc. (SCS) is an independent asset management firm headquartered in Osprey, Florida. The firm was founded in 2002 by Ian Naismith and Anthony Welch. SCS provides investment advisory services to individuals, trusts, corporations, foundations, and estates. | Finance |
| American Express Financial Advisors, Inc. | |
Welch & Associates, Inc.
Welch & Associates, Inc. Investment ManagersFinance Welch & Associates, Inc. provides investment advice. The private company is based in Osprey, FL. | Finance |
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