Scott David Welch
Direttore degli Investimenti presso Premia Global Advisors LLC
Posizioni attive di Scott David Welch
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Direttore degli Investimenti | 01/05/2017 | - |
Investment Management Consultants Association | Direttore/Membro del Consiglio | 01/01/2022 | - |
Storia della carriera di Scott David Welch
Precedenti posizioni note di Scott David Welch
Società | Posizione | Inizio | Fine |
---|---|---|---|
WISDOMTREE, INC. | Direttore degli Investimenti | 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. | Direttore degli Investimenti | 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. | Direttore degli Investimenti | 14/05/2015 | - |
Formazione di Scott David Welch
University of Massachusetts | Masters Business Admin |
University of California, Irvine | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Chief Investment Officer | 4 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Miscellaneous | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
WISDOMTREE, INC. | Miscellaneous |
Aziende private | 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 |
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 |
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 |
Investment Management Consultants Association |
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