Speaker Details
Speaker Name: Scott Welch
Job Title: Senior Managing Director
Company: Fortigent
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Scott Welch is co-founder, senior managing director and member of the Executive Committee at Fortigent. He also oversees the company’s investment research and strategy team and is chair of the Investment and Investment Quality Assurance committees.

Prior to joining the firm, Mr. Welch spent more than 12 years on Wall Street, first with Swiss Bank Corporation and then with The Globecon Group, a bank consulting firm, during which time he focused on the capital markets, risk management and relationship management.

Mr. Welch is a frequent speaker on wealth management topics and regularly authors industry-related articles that appear in numerous trade journals.

He has a master of business administration degree in finance from the University of Massachusetts, Amherst, and a bachelor’s degree in mathematics from the University of California, Irvine. Mr. Welch is a certified investment management analyst, and he holds investment strategist and alternative investments certificates from the Investment Management Consultants Association. He also has Series 4, 7, 24, 63 and 65 licenses.