Fortigent™

Scott D. Welch, CIMA

Scott Welch focuses on integrating Fortigent’s investment capabilities with its corporate strategy. He oversees Fortigent’s fifteen Research professionals and is the Chair of the Investment Committee, Product Development Committee, and Investment Quality Assurance Committee. He is also the in-house concentrated wealth specialist.

Scott is a frequent speaker on wealth management topics, most notably with The CFA Institute, The FPA, IMCA, The Family Office Exchange (FOX), and the Institute for Private Investors (IPI). He regularly authors industry-related articles that appear in numerous trade journals. Scott is a member of the Editorial Advisory Boards of The Journal of Wealth Management and the IMCA Monitor.

Prior to joining the firm, Scott spent over twelve 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. Scott earned a Bachelor of Sciences degree in Mathematics from the University of California at Irvine and a MBA (Finance) from the University of Massachusetts at Amherst. He holds the CIMA (Certified Investment Management Analyst) designation and the Investment Strategist Certificate from IMCA, as well NASD Series 7, 63 and 65 licenses.