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Scott Welch, CIMA®

Chief Investment Officer, WisdomTree

Scott Welch has joined WisdomTree as Chief Investment Officer – Model Portfolios. In this newly created role, Scott oversees and leads WisdomTree’s asset allocation team and investment committee. He is responsible for the performance and process of WisdomTree’s ETF model portfolios, developing thoughtful investment research and content, managing model portfolio asset allocation and portfolio construction decisions and process and optimizing the Company’s investment solutions for current and future advisors.

Welch comes to WisdomTree from Dynasty Financial Partners, a $40 billion outsourcing provider of integrated research, technology and practice management solutions to RIAs and brokerage teams making the move to independence. He was the Chief Investment Officer at Dynasty for more than four years, where his responsibilities included chairing the Investment Committee and overseeing the firm’s “Outsourced Chief Investment Officer” solution to Dynasty Network firms.

Welch is a member of the Board of Directors of the Investments & Wealth Institute, the Advisory Planning Board of the American Bankers Association Annual Wealth Management & Trust Conference, and the Editorial Advisory Boards of the IWI Investments & Wealth Monitor and The Journal of Wealth Management. Additionally, Scott frequently speaks on wealth management topics, and regularly authors industry-related articles that appear in numerous trade journals.

Welch holds the Certified Investment Management Analyst (CIMA) designation, Investment Strategist and Alternative Investments Certificates from IWI, and a FINRA Series 7 license. He earned an MBA in Finance from the University of Massachusetts at Amherst and a BS in Mathematics from the University of California at Irvine.

Workshop 2/Workshop 8: A Global Macro-Economic & Market Outlook

The world’s financial markets are facing uncertainty as central banks reconsider monetary policy, countries reconsider their trade policies, and investors brace for impact. Join Scott Welch as he separates the actionable investment signals from the noise, and explains his best practices for selecting investment managers.

Friday, May 29, 2020

9:45 – 10:35 a.m.


11 – 11:50 a.m.