Scott Welch Joins Certuity as Chief Investment Officer

Author

Slice of Finance Team
28 Jun

Key Highlights:

  • Scott Welch appointed as Chief Investment Officer at Certuity.

  • Brings over 25 years of investment experience.

  • Formerly at WisdomTree, Dynasty Financial Partners, and Fortigent, LLC.

  • Holds multiple certifications including CIMA®.

  • Awarded Wealth Management Impact Award in 2024.

Source (Business Wire)

Notable Quotes

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“Scott brings an extraordinary depth of expertise in investments, and we couldn’t be more excited to welcome him to the Certuity team.”

Mr. Rich Bursek, President at Certuity
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“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. The integrity, innovation and culture at Certuity is inspiring. I cannot wait to be more active with the firm.”

Scott Welch, Chief Investment Officer at Certuity

Our Take:

Scott Welch's appointment as Chief Investment Officer at Certuity marks a significant milestone for the firm. With his extensive background in investment management, including pivotal roles at WisdomTree, Dynasty Financial Partners, and Fortigent, LLC, Mr. Welch brings a wealth of knowledge and experience that will undoubtedly enhance Certuity's investment strategies and client offerings. His numerous industry certifications and awards, particularly the Wealth Management Impact Award, underscore his dedication and influence in the field. This strategic hire positions Certuity for continued growth and innovation in providing top-tier investment solutions.