Scott Welch

Chief Investment Officer, Model Portfolios at WisdomTree
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Scott Welch is the CIO of Model Portfolios at WisdomTree Asset Management, a provider of factor-based ETFs and differentiated model portfolio solutions. In this capacity he oversees the creation and ongoing management of the WisdomTree model portfolio solution set. He is also a member of the WisdomTree Asset Allocation and Investment Committees.

Prior to joining WisdomTree, Scott was 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 remains an outside member of the Dynasty Investment Committee. He sits on the Board of Directors of IWI, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor.

Scott earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst.

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  • For now, dividends for the sector appear safe to us, providing a key level of near-term valuation support. But, nonetheless, “low vol” investing has become expensive. Put differently, investors seem willing to “pay up” for a low-volatility allocation within their portfolio, but, as we know, the future potential performance of any investment is a function of how much you pay for it today. If you pay a high multiple today, your future potential performance typically is reduced.

  • A word that has gained importance in the global economy is “disruptive.” What that means in an economic and investment sense is twofold. It can mean either (a) companies that are “disrupting” preexisting industries (e.g., Uber vs. taxis or Netflix vs. movie theaters) or (b) new industries that are breaking new ground on how we will work and live going forward (e.g., cloud computing, human genomics and online gaming).

  • The dramatic market volatility over the past several months has many investors seeking, once again, to incorporate less-traditional or lower-correlation strategies into their portfolios.

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