FOR IMMEDIATE RELEASE
Contact: Greta Gloven
IMCA Elects Dynasty Financial Partners CIO Scott Welch to Board of Directors
Industry thought leader joins board.
DENVER – October 24, 2016 – Investment Management Consultants Association® (IMCA®) elected Scott Welch, CIMA®, chief investment officer, Dynasty Financial Partners, to the organization’s board of directors for a two-year term beginning Jan. 1, 2017.
IMCA’s 13-member volunteer board of directors governs and guides the fiduciary, policy-setting, and strategic governing body of the organization. Directors-at-large serve up to three two-year terms and may serve longer when elected as an officer.
“Scott Welch is a well-known industry presenter and an award-winning author on the topics of wealth management, portfolio management, and the macroeconomic and investment landscape,” said Sean Walters, CAE, chief executive officer, “He is a strong advocate for fiduciary investing and the advanced professional development that IMCA offers. We are honored he will be joining our board.”
Welch has served for several years on IMCA’s editorial advisory board for Investments & Wealth Monitor, a peer-reviewed educational magazine, published bimonthly exclusively for IMCA members. He is a regular presenter within IMCA’s Conference Series, Masters Series, and Focus Series, including serving as co-chair for the upcoming Focus on Disruptive Trends in Business & Technology event in Austin, TX. Welch holds the Certified Investment Management Analyst (CIMA®) certification, which recently earned reaccreditation under an international standard. He also serves on the editorial advisory board of The Journal of Wealth Management and the planning advisory board for the annual ABA Wealth Management & Trust Conference.
“I was thrilled to be invited to join IMCA’s board of directors,” said Welch. “I have been an active member of IMCA for more than ten years. It is a great organization that focuses exactly on what the wealth management and investment consulting industries need the most – professional development and the fiduciary standard of service. I am honored to be a new board member and I look forward to helping the organization continue to grow and succeed.”
Welch is the chief investment officer of Dynasty Financial Partners, a provider of outsourced investment research, portfolio management, technology, and practice management solutions to RIAs and advisory teams making the move to independence.
He was the founder of UnconstrainedThought, a macro-economic, investment, and wealth management consultancy. He was also a co-founder and former chief investment officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that served high-net-worth investors.
Prior to joining Fortigent and its predecessor firm in 1998, Welch spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives.
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 11,300 individual members and certificants in 37 countries around the world. IMCA members collectively manage more than $2.5 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®), which is the only financial services certification in the U.S. to meet international accreditation standards (ANSI/ISO 17024). The CIMA certification consistently distinguishes those who meet a global standard of competency and skills in investment management from those who do not. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2015, IMCA conferences and education hosted nearly 4,500 attendees.
IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.