Image of Scott Welch

Scott Welch's Email & Phone Number

Chief Investment Officer - Model Portfolios at WisdomTree Asset Management

Scott Welch's Email Addresses

sc****[email protected] Personal Email
s****[email protected] Work Email

Scott Welch's Phone Numbers

(301) ***-*103 Phone number

Scott Welch's Work Experience

WisdomTree Asset Management

Chief Investment Officer - Model Portfolios

September 2019 to Present

Dynasty Financial Partners

Chief Investment Officer

June 2015 to September 2019



September 2014 to June 2015

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Scott Welch's Professional Skills Radar Chart

Based on our findings, Scott Welch is ...


What's on Scott Welch's mind?

Based on our findings, Scott Welch is ...

58% Left Brained
42% Right Brained

Scott Welch's Estimated Salary Range

About Scott Welch's Current Company

WisdomTree Asset Management

Frequently Asked Questions about Scott Welch

What company does Scott Welch work for?

Scott Welch works for WisdomTree Asset Management

What is Scott Welch's role at WisdomTree Asset Management?

Scott Welch is Chief Investment Officer - Model Portfolios

What is Scott Welch's personal email address?

Scott Welch's personal email address is sc****[email protected]

What is Scott Welch's business email address?

Scott Welch's business email address is s****[email protected]

What is Scott Welch's Phone Number?

Scott Welch's phone (301) ***-*103

What industry does Scott Welch work in?

Scott Welch works in the Financial Services industry.

About Scott Welch

💼 Past Experience

Scott CIMA has over 18 years of financial industry experience. Starting out in the investment industry in 1982 as a Briefing Representative with J.P. Morgan Securities, Scott has played an important role in many high-profile transactions, chairs banks’ investment committees, and has appeared regularly before the SEC. He is also the author of numerous books and articles on investments, financial planning, and retirement planning.He holds a B.S. in Business Administration from the University of Notre Dame and a M.B.A. from George Washington University.

🎓 Education

From his undergraduate education at the University of Massachusetts at Amherst, Scott CIMA® graduated in 2009 with a degree in business information systems. After two years of unpaid internship, he was hired as a marketing intern at a tech consulting company.Scott CIMA® then spent two and a half years as an intern at the Wharton School at the University of Pennsylvania, where he earned a masters in business strategy. After completing his masters degree, he joined the sales team of a small technology company.Scott CIMA® then transferred to the marketing division of an energy company where he worked for three years. Finally, in 2013, he joined the marketing team at an electric utility company.Since joining the marketing team at the electric utility company, Scott CIMA® has developed and implemented marketing strategies for a number of new products and services. He has also gained experience working with a variety of customer service and product problems.However, Scott CIMA®'s most recent experience has been working on a new sales Training program for the company's customers. The program is designed to help employees develop more sales skills and knowledge. Scott CIMA® is very excited about this new program and anticipates that it will help the company reach its marketing goals.

💡 Technical & Interpersonal Skills

Scott CimA® has a number of professional accomplishments, including Chief Investment Officer - Model Portfolios at WisdomTree Asset Management, Head of Investment Research & Strategy at Lydian Wealth Management, Managing Director at The Globecon Group, Vice President at Swiss Bank Corporation.

Scott Welch’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Scott Welch's Ranking

Ranked #130 out of 2,602 for Chief Investment Officer - Model Portfolios in Maryland

Scott Welch's Personality Type

Introversion (I), Sensing (S), Thinking (T), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Scott Welch's Willingness to Change Jobs



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