September 30, 2016 8:19 AM ET

Capital Markets

Company Overview of Welch & Forbes LLC

Company Overview

Welch & Forbes LLC is a privately owned investment manager. The firm also provides fiduciary, estate planning, and administration services to its clients. It primarily provides its services to individuals, typically high net worth individuals. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, families, and corporations. It manages client focused equity portfolios. The firm invests in the public equity markets of the United States. It was founded in 1838 and is based in Boston, Massachusetts. Welch & Forbes operates as a subsidiary of Affiliated Managers Group, Inc.

45 School Street

5th Floor

Old City Hall

Boston, MA 02108

United States

Founded in 1838

Phone:

617-523-1635

Fax:

617-742-6243

Key Executives for Welch & Forbes LLC

President, Portfolio Manager, and Member of Executive Committee
Executive Vice President, Treasurer, and Member of Executive Committee
Executive Vice President, Portfolio Manager, Chairman of Brokerage Committee, Member of Executive Committee, and Member of the Valuation Committee
Director of Research, Compliance Officer, Portfolio Manager, Member of the Executive Committee, and Member of Brokerage Committee
Chief Investment Officer, Portfolio Manager, Member of the Executive Committee, Member of Audit Committee, and Member of Brokerage Committee
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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