Anthony Warren Welch
Amministratore Delegato presso Sarasota Capital Strategies, Inc.
Profilo
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.
Posizioni attive di Anthony Warren Welch
Società | Posizione | Inizio |
---|---|---|
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. | Amministratore Delegato | 01/01/2002 |
Precedenti posizioni note di Anthony Warren Welch
Società | Posizione | Fine |
---|---|---|
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 | - |
Formazione di Anthony Warren Welch
University of South Florida | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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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- Anthony Warren Welch