Scott Welch* is a member of Dynasty Financial Partners, LLC and, through Icon Wealth Partners’ strategic relationship with Dynasty, serves as our Director of Investment Platforms. In this capacity, Mr. Welch provides macroeconomic commentary and assists with creating alternative investment strategies for financial planners and investment advisors.
Scott is the founder of UnconstrainedThought, a macroeconomic, investment and wealth management consultancy. Previously, he was a Co-Founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that target high-net-worth investors. He is a frequent speaker, as well as award-winning author, on the topics of wealth management, portfolio management and the macroeconomic and investment landscape. Scott received a B.S. degree in Mathematics from the University of California, Irvine and an M.B.A. from the University of Massachusetts, Amherst.
*The above individual is employed by Dynasty Financial Partners and is not an employee, representative or agent of Icon Wealth Partners, LLC. (“Advisor.”) Dynasty provides services and support to the Advisor through a service agreement between the parties. Dynasty is a wholly independent entity and is not an owner, controlling party or an affiliate of Advisor. Dynasty, as well the above noted Dynasty employee, is not authorized to act on behalf of the Advisor in any respect and any investment recommendations or other advice is solely from the Advisor and should not be attributable in any respect to Dynasty or its employee. The Dynasty employee’s biographical description is included on this website solely for purposes of showing the scope and breadth of Advisor’s available resources and its support team.