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Scott Welch, Cima® Email & Phone Number
Partner and Chief Investment Officer
at
Certuity
1 work email found
@fortigent.com
13 phones found area 240, 301, 619, 202, 410, 703, 718, and 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Chief Investment Officer
Location
Potomac, Maryland, United States
Company size
Who is Scott Welch, Cima®? Overview
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Quick answer
Scott Welch, Cima® is listed as Partner and Chief Investment Officer at Certuity, a company with 39 employees, based in Potomac, Maryland, United States. AeroLeads shows a work email signal at fortigent.com, phone signal with area code 240, 301, 619, 202, 410, 703, 718, 212, and a matched LinkedIn profile for Scott Welch, Cima®.
Scott Welch, Cima® previously worked as Chief Investment Officer at Certuity and Investment / Wealth Management Advisor at Unconstrainedthought. Scott Welch, Cima® holds Mba, Finance from Isenberg School Of Management, Umass Amherst.
Company email context
Email format at Certuity
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*@fortigent.com
68% confidence
AeroLeads found 1 current-domain work email signal for Scott Welch, Cima®. Compare company email patterns before reaching out.
Profile bio
About Scott Welch, Cima®
I am the Chief Investment Officer for Certuity, a multi-billion-dollar Multi-Family Office based in North Palm Beach, FL, with offices in Miami, New York City, Nashville, San Francisco, and Los Angeles.I've held multiple CIO roles at firms including WisdomTree, Dynasty Financial Partners, and Fortigent.I am an award-winning author and a frequent speaker at industry conferences, on topics including the economy, investment and portfolio management, and wealth management.In 2024 I was honored with the Investments & Wealth Institute (IWI) "Wealth Management Impact" award for significant contributions to the wealth management industry.
Listed skills include Alternative Investments, Portfolio Management, Asset Allocation, Investments, and 36 others.
Current workplace
Scott Welch, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Certuity
9 roles
Scott Welch, Cima® work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Current
Jun 2024 - Present
Investment / Wealth Management Advisor
Unconstrainedthought
Nov 2023 - Jun 2024
Chief Investment Officer - Model Portfolios
I was the Chief Investment Officer - Model Portfolios at WisdomTree Asset Management, based in New York. WisdomTree is an factor-based ETF product sponsor, asset manager, and portfolio solutions provider.In this role role, I was a member of the company’s asset allocation team and investment committee, which are responsible for the performance and process.
Sep 2019 - Nov 2023
Chief Investment Officer
My role as CIO was to oversee Dynasty's overall investment research offering, evolve and develop our rapidly growing OCIO capabilities, provide investment and practice management support to the Dynasty network of advisors, and represent Dynasty to the wealth management community through ongoing writing, speaking, and media activities. As the Chair of the.
Jun 2015 - Sep 2019
Chief Investment Officer
Fortigent, Llc
I was a co-founder and member of the Executive team of Fortigent, a provider of outsourced wealth management solutions to advisors and banks that target and service high net worth investors and families. I was the Chief Investment Officer, overseeing a team of research professionals that provides analysis, guidance, and support on the capital markets.
Aug 2006 - Aug 2014
Head Of Investment Research & Strategy
Lydian Wealth Management
I joined CMS Financial Services in 1998 as the Director of Equity Risk Management, helping investors manage and monetize concentrated stock positions. CMS Financial Services was acquired and became Lydian Wealth Management in 2000, and during my time there I became the Head of the Investments & Strategy Group and then, ultimately, the Head of Investment.
Aug 1998 - Aug 2006
Managing Director
Globecon provided consulting and educational services to the global banking industry. I traveled all over the world educating bankers about the capital markets, corporate finance, derivatives, and corporate hedging strategies.
Jun 1992 - Aug 1998
Vice President
During my career at Swiss Bank Corporation, I was a corporate credit analyst, a corporate relationship manager to Fortune 500 companies, with experience in leveraged buyouts and loan syndications, and a member of the sales and distribution team for interest rate swaps, derivatives, and structured finance.
Jun 1985 - Jun 1992
7 education records
Scott Welch, Cima® education
Mba, Finance
Isenberg School Of Management, Umass Amherst
Bs, Mathematics
Uc Irvine
Certified Investment Management Analyst (Cima), Investment Consulting / Wealth Management
The Wharton School
Imca Investment Strategist Certificate, Investment Consulting / Wealth Management
The Wharton School
Imca Alternative Investments Certificate, Investment Consulting / Alternative Investments
The Wharton School
Imca Advanced Investment Strategist Certificate, Investment Consulting / Wealth Management
The Wharton School
Education record
Coronado High School
FAQ
Frequently asked questions about Scott Welch, Cima®
Quick answers generated from the profile data available on this page.
What company does Scott Welch, Cima® work for?
Scott Welch, Cima® works for Certuity.
What is Scott Welch, Cima®'s role at Certuity?
Scott Welch, Cima® is listed as Partner and Chief Investment Officer at Certuity.
What is Scott Welch, Cima®'s email address?
AeroLeads has found 1 work email signal at @fortigent.com for Scott Welch, Cima® at Certuity.
What is Scott Welch, Cima®'s phone number?
AeroLeads has found 13 phone signal(s) with area code 240, 301, 619, 202, 410, 703, 718, 212 for Scott Welch, Cima® at Certuity.
Where is Scott Welch, Cima® based?
Scott Welch, Cima® is based in Potomac, Maryland, United States while working with Certuity.
What companies has Scott Welch, Cima® worked for?
Scott Welch, Cima® has worked for Certuity, Unconstrainedthought, Wisdomtree Asset Management, Dynasty Financial Partners, and Fortigent, Llc.
How can I contact Scott Welch, Cima®?
You can use AeroLeads to view verified contact signals for Scott Welch, Cima® at Certuity, including work email, phone, and LinkedIn data when available.
What schools did Scott Welch, Cima® attend?
Scott Welch, Cima® holds Mba, Finance from Isenberg School Of Management, Umass Amherst.
What skills is Scott Welch, Cima® known for?
Scott Welch, Cima® is listed with skills including Alternative Investments, Portfolio Management, Asset Allocation, Investments, Wealth Management, Investment Advisory, Investment Management, and Asset Management.
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