NORTH PALM BEACH, Fla.--(BUSINESS WIRE)--Certuity announced today that Scott Welch has joined the firm as Chief Investment Officer. Mr. Welch brings more than 25 years of investment experience to his role, most recently as a member of the WisdomTree Asset Allocation and Investment Committees and Chief Investment Officer of their model portfolios.
Prior to WisdomTree, Mr. Welch served as Chief Investment Officer of Dynasty Financial Partners, as well as Co-Founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology, and practice management solutions to RIAs and banks that was purchased by LPL Financial. Before joining Fortigent and its predecessor RIA in 1998, Mr. Welch spent more than 12 years on Wall Street.
“Scott brings an extraordinary depth of expertise in investments, and we couldn’t be more excited to welcome him to the Certuity team,” said Mr. Rich Bursek, President of Certuity.
“I am honored to join a firm that is so dedicated to providing its clients with truly comprehensive investment solutions that are in their best interests,” Mr. Welch said. “The integrity, innovation and culture at Certuity is inspiring. I cannot wait to be more active with the firm.”
Mr. Welch holds the Certified Investment Management Analyst (CIMA®) designation, as well as the Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investments & Wealth Institute (IWI). He has served on the Board of Directors of IWI, the Advisory Board of the ABA Wealth Management and Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor.
In 2024, Mr. Welch was awarded the Wealth Management Impact Award from IWI in recognition of his significant contributions to the wealth management industry over the course of his career.
Mr. Welch earned a Bachelor of Science in Mathematics from the University of California, Irvine, and an MBA with a concentration in Finance from the University of Massachusetts Amherst.
About Certuity
Certuity is a multi-family office and SEC registered investment adviser (RIA) that manages more than $4 billion in assets and provides a holistic approach to wealth management, legacy planning, and family office and investment consulting services to high- and ultra-high-net-worth families, founders, business owners, entrepreneurs and select institutions. Certuity has offices in New York City, North Palm Beach, Manhattan Beach and Santa Monica. Learn more at www.Certuity.com.
