The new CIO has worked in a number of roles in the wealth and investment sectors for more than a quarter of a century.

Certuity, an RIA, has appointed former WisdomTree and Dynasty figure Scott Welch as chief investment officer.

Welch, who has more than 25 years’ investment experience, was most recently a member of the WisdomTree asset allocation and investment committees and CIO of their model portfolios. 

Before this, Welch was CIO of Dynasty Financial Partners, and co-founder chief investment officer of Fortigent, a provider of outsourced investment research, technology, and practice management solutions to RIAs and banks that was purchased by LPL Financial. Before joining Fortigent and its predecessor RIA in 1998, Welch spent more than 12 years on Wall Street.

Welch holds the Certified Investment Management Analyst designation, as well as the Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investments & Wealth Institute (IWI). He has served on the board of directors of IWI, the advisory board of the ABA Wealth Management and Trust Conference, and the editorial advisory boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor.

Certuity has offices in New York City, North Palm Beach, Manhattan Beach and Santa Monica.