Scott David Welch
Chief Investment Officer en Premia Global Advisors LLC .
Cargos activos de Scott David Welch
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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 | 01/05/2017 | - |
| Investment Management Consultants Association | Director/Board Member | 01/01/2022 | - |
Historial de carrera de Scott David Welch
Antiguos cargos conocidos de Scott David Welch.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
| WISDOMTREE, INC. | Chief Investment Officer | 16/09/2019 | 01/11/2023 |
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 | 01/06/2015 | 01/09/2019 |
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 | 14/05/2015 | - |
Formación de Scott David Welch.
| University of California, Irvine | Undergraduate Degree |
| University of Massachusetts | Masters Business Admin |
Estadísticas
Internacional
| Estados Unidos | 8 |
Operativa
| Chief Investment Officer | 4 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Finance | 4 |
| Consumer Services | 3 |
| Miscellaneous | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| WISDOMTREE, INC. | Miscellaneous |
| Empresas privadas | 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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