Scott WelchChief Investment Officer, Dynasty Financial Partners


Scott Welch is the Chief Investment Officer of Dynasty Financial Partners. Prior to joining Dynasty, Scott was a Co-Founder and former Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research technology and practice management solutions to RIAs and banks that targeted high-net-worth investors.

Prior to joining Fortigent and its predecessor RIA in 1998, Scott spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management, and the macroeconomic and investment landscape, and he is an award-winning author of numerous articles that have appeared in a variety of industry trade journals.