FUNDRAISING NEWS | June 26, 2024
Scott Welch, a seasoned chief investment officer and co-founder of Fortigent, has recently joined Certuity, a Florida-based RIA, earlier this month. Welch has a history with Certuity, as it was one of Fortigent's first clients around 20 years ago.
His previous roles include serving as CIO at Dynasty Financial Partners starting in 2015 for about four years, and more recently, as CIO of model portfolios at WisdomTree Asset Management. Welch has been a board member of Certuity Holdings, the parent company of Certuity, since 2020. His career transitions reflect a strong focus on investment management and strategic growth within the RIA sector. Overall, Welch aims to use his expertise to guide Certuity's expansion and enhance its market presence.
John Washington is the Data Research Analyst at Dakota.
