Certuity, the multi-family office with locations in New York City, North Palm Beach, Manhattan Beach, and Santa Monica, has enriched its leadership with a veteran C-suite hire.
The firm formerly known as Camden Capital has appointed seasoned investing leader Scott Welch as its new chief investment officer, according to an announcement from the firm Monday.
Welch, who brings over 25 years of experience in the investment sector, previously served on WisdomTree’s asset allocation and investment committees and held the position of chief investment officer for their model portfolios.
His long track record of leadership in the industry includes roles as chief investment officer at Dynasty Financial Partners and co-founder and chief investment officer at Fortigent.
Fortigent, a company providing outsourced investment research, technology, and practice management solutions to registered investment advisors and banks, was acquired by LPL Financial in a deal announced 2012.
Before his time at Fortigent and its predecessor RIA starting in 1998, Welch spent over a dozen years working on Wall Street. He’s also held board positions at the Investments & Wealth Institute and the ABA Wealth Management & Trust Conference and served on the editorial advisory boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor.
"Scott brings an extraordinary depth of expertise in investments, and we couldn’t be more excited to welcome him to the Certuity team," Rich Bursek, president of Certuity, said in a statement.
Certuity, a multi-family office and SEC-registered investment adviser, manages over $4 billion in assets. The firm offers a holistic approach to wealth management, legacy planning, and investment consulting services to high- and ultra-high-net-worth families, founders, business owners, entrepreneurs, and select institutions.
Welch highlighted Certuity’s client-oriented culture, emphasizing its “[dedication] to providing its clients with truly comprehensive investment solutions that are in their best interests.”
“The integrity, innovation, and culture at Certuity is inspiring,” he said. “I cannot wait to be more active with the firm."
In May last year, Certuity welcomed Daniel Lee as its chief revenue officer and wealth advisor. Lee came from First Republic Bank, where he brought in $7 billion in client assets, and had stints at US Trust and Merrill Lynch.
A sort-of double-deal marks Allworth's 42nd acquisition since 2018 as Apella makes its first move in Iowa.
Kestra president John Amore expects to "win our fair share" of Commonwealth advisors, and "particularly those that don't want to be part of a 30,000 advisor firm,” amid their looming sale to LPL Financial.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The fintech pioneer's latest venture, launched with Scott Hanson, Ric Edelman, and other industry luminaries, looks to succeed where he sees AI notetakers failing.
The wirehouse alum is stepping into a newly created role that "combines planning philosophy, tech-enabled advice and human advice."
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
