Anthony Warren Welch
Vorstandsvorsitzender bei Sarasota Capital Strategies, Inc.
Profil
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.
Aktive Positionen von Anthony Warren Welch
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 01.01.2002 |
Ehemalige bekannte Positionen von Anthony Warren Welch
| Unternehmen | Position | Ende |
|---|---|---|
Welch & Associates, Inc.
 Welch & Associates, Inc. Investment ManagersFinance Welch & Associates, Inc. provides investment advice. The private company is based in Osprey, FL. | Präsident | 01.12.2012 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Ausbildung von Anthony Warren Welch
| University of South Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
