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Scott Welch

Dynasty Financial Partners


Speaker Bio

Scott Welch is the chief financial officer of Dynasty Financial Partners, which provides outsourced investment research, portfolio management, technology, and practice management solutions to RIAs and advisory teams seeking independence.



Previously, Mr. Welch was a co-founder and the chief investment officer at Fortigent. Before that, he worked on Wall Street, where he focused on capital markets, corporate finance, and derivatives. He is a frequent speaker at industry events on the topics of wealth management, portfolio management, and the macroeconomic and investment landscape. An award-winning author, he has written numerous articles for various industry trade journals. He earned a bachelor’s degree in mathematics from the University of California at Irvine and a master of business administration degree in finance from the University of Massachusetts at Amherst.  Mr. Welch holds the CIMA® designation, and Investment Strategist, Advanced Investment Strategist, and Alternative Investments certificates from the Investments & Wealth Institute™ (IWI). He sits of the board of directors and advisory boards of several organizations, including IWI, ABA Wealth Management & Trust Conference, Journal of Wealth Management and IWI Investments & Wealth Monitor.

Speaker Sessions