Anthony Warren Welch

Chief Executive Officer at Sarasota Capital Strategies, Inc.

Finance

Consumer Services

Profile

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.

Anthony Warren Welch active positions

Companies	Position	Start
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	2001-12-31

All active positions of Anthony Warren Welch

Former positions of Anthony Warren Welch

Companies	Position	End
Welch & Associates, Inc. Welch & Associates, Inc. Investment ManagersFinance Welch & Associates, Inc. provides investment advice. The private company is based in Osprey, FL.	President	2012-11-30
American Express Financial Advisors, Inc.	Corporate Officer/Principal	-

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Training of Anthony Warren Welch

University of South Florida

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Linked companies

Private companies	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

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