Anthony Warren Welch
Chief Executive Officer bij Sarasota Capital Strategies, Inc.
Profiel
Mr. Anthony W.
Welch is a President & Portfolio Manager at Sarasota Capital Strategies, Inc. He is the owner of Sarasota Capital Strategies and he manages the investment process.
He has over 30 years of experience.
Mr. Welch has been a financial planner since 1992 when he worked for IDS American Express.
He became a Certified Financial Planner in 1994.
He graduated from the University of South Florida with a B.A.
in Finance.
Mr. Welch is a Certified Financial Planner and a Charted Financial Consultant.
Actieve functies van Anthony Warren Welch
| Bedrijven | Functie | Begin |
|---|---|---|
Sarasota Capital Strategies, Inc.
 Sarasota Capital Strategies, Inc. Investment ManagersFinance Sarasota Capital Strategies, Inc. (SCS) is an independent asset management firm headquartered in Osprey, Florida. The firm was founded in 2002 by Ian Naismith and Anthony Welch. SCS provides investment advisory services to individuals, trusts, corporations, foundations, and estates. | Chief Executive Officer | 01-01-2002 |
Eerdere bekende functies van Anthony Warren Welch
| Bedrijven | Functie | Einde |
|---|---|---|
Welch & Associates, Inc.
 Welch & Associates, Inc. Investment ManagersFinance Welch & Associates, Inc. provides investment advice. The private company is based in Osprey, FL. | President | 01-12-2012 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Opleiding van Anthony Warren Welch
| University of South Florida | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Sarasota Capital Strategies, Inc.
Sarasota Capital Strategies, Inc. Investment ManagersFinance Sarasota Capital Strategies, Inc. (SCS) is an independent asset management firm headquartered in Osprey, Florida. The firm was founded in 2002 by Ian Naismith and Anthony Welch. SCS provides investment advisory services to individuals, trusts, corporations, foundations, and estates. | Finance |
| American Express Financial Advisors, Inc. | |
Welch & Associates, Inc.
Welch & Associates, Inc. Investment ManagersFinance Welch & Associates, Inc. provides investment advice. The private company is based in Osprey, FL. | Finance |
