Welch & Forbes LLC
Industry: Company
DescriptionHeadquarters: Boston, MA Founded: 1838 Parent organization: Affiliated Managers GroupFeedbackDisclaimer Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportWelch & Forbes LLCWebsiteDirections Saved (0) Saved Save 1 Google review Financial consultant in Boston, Massachusetts Located in: Boston's Old City HallAddress: 45 School St, Boston, MA 02108 Hours: Closed ⋅ Opens 9AM Tue Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 523-1635 Appointments: welchforbes.com: : Place name: Category: Website: : : : : Website: http://www.welchforbes.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Welch & Forbes LLC Posting publicly on the Web Write a review Reviews 1 Google review
Welch & Forbes LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Welch & Forbes LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Welch & Forbes LLC Employees
Welch & Forbes LLC March 2015 - Present
Eaton Vance November 2014 - March 2015
Eaton Vance August 2011 - October 2014
Economic Development & Industrial Corporation July 2010 - January 2011
Skills
Microsoft Excel, Finance, Program Management, Investments, Options, Settlement, Corporate Actions, Leadership, Bloomberg, Securities
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelors of Business Administration, Finance & Operations Management
American College of Thessaloniki
Lynn Classical High School
Willkie Farr & Gallagher LLP July 2014 - Present
K&L Gates January 2011 - July 2014
Welch & Forbes LLC May 2006 - June 2007
Welch & Forbes LLC October 2005 - May 2006
Welch & Forbes LLC August 2004 - October 2005
Skills
Securities Regulation, Legal Research, Investments, Private Equity, Legal Writing, Securities
Education
New York University School of Law 2007 — 2010
Doctor of Law (J.D.), Law
University of Virginia 2001 — 2004
Bachelor of Arts (B.A.), Economics and Music
Eastman School of Music 1999 — 2001
Vocal Performance
Nobles
Nobles
Welch & Forbes LLC
Skills
Equities
Education
Boston College 1988 — 1992
Rozeboom Brokerage January 2014 - Present
The Baupost Group June 2011 - January 2014
The Belmont Gallery of Art January 2012 - May 2013
Welch & Forbes LLC April 2007 - June 2011
Skills
Microsoft Excel, PowerPoint, Research, Editing, Financial Modeling, Fundraising, Microsoft Office, Financial Analysis, Microsoft Word, Analysis, Creative Writing, Data Analysis
Education
Boston University 2002 — 2006
BA, Art History
Harvard University 2006 — 2012
Masters', Museum Studies
Welch & Forbes LLC July 2014 - Present
Woodstock Corporation June 2010 - June 2014
Edward Jones Investments November 2005 - May 2010
Woodstock Corporation 1997 - 2004
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts, Economics with Minors in Political Science and French. International Relations Concentration.
Welch & Forbes LLC January 2010 - Present
Deloitte 2007 - December 2010
Investors Bank & Trust 2006 - 2007
Deloitte 2003 - 2006
MFS Investment Management 1993 - 2002
Skills
Mutual Funds, Asset Managment, Financial Services, Risk Management, AML, Internal Controls, Process Improvement, Due Diligence, Vendor Management, Investment Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2003
MBA, Executive Program - Technology & Innovation
Boston University 1995 — 1999
B.S., Management - Accounting Concentration
University of New Hampshire 1986 — 1991
B.A., Political Science
XuluPay, LLC March 2015 - Present
Morrell Associates, LLC July 2012 - Present
Welch & Forbes LLC December 1997 - July 2012
REM Solutions July 1996 - December 1997
Cyrk January 1992 - July 1996
Skills
Strategic Planning, Investments, Financial Modeling, Asset Managment, Analysis, Portfolio Management, Asset Management, Due Diligence, Alternative Investments, Financial Analysis, Finance, Management, Equities, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1999
MBA, Finance
Gordon College 1987 — 1992
BA, Accounting, Business Admin, Economics
McGuire Financial Services November 2014 - Present
Earthworks Company September 2005 - Present
Rosenstein, Halper and Maselli, LLC January 2014 - October 2014
TD Wealth Management December 2009 - April 2012
Welch & Forbes LLC January 2008 - April 2008
Donahue & Associates January 2004 - April 2007
Genesis Consolidated Services June 2004 - September 2005
Skills
Marketing, Sales, Project Management, Strategic Planning, New Business Development, Budgets, Sales Operations, Customer Satisfaction, Account Management, Management, Customer Service, Training, Finance, Time Management, CRM, Leadership, Team Building, Financial Analysis, Microsoft Word
Education
Regis College 2002 — 2004
Bachelor of Arts, Business Management
Welch & Forbes LLC May 1997 - Present
Pell, Rudman & Co. July 1993 - May 1997
Education
Cornell University 1987 — 1990
BA, English
The Wheeler School 1984 — 1986
Welch & Forbes LLC June 2015 - Present
The Sulmonte Group, LLC May 2014 - June 2015
Tudor House Brands February 2014 - January 2015
Macy's, Inc. February 2010 - January 2015
WBIM 91.5 December 2012 - December 2014
Office of Student Involvement and Leadership September 2012 - December 2014
Boston Productions, Inc. August 2013 - December 2013
The Comment September 2012 - March 2013
91.5 WBIM September 2012 - December 2012
Stonehill College Information Desk September 2011 - May 2012
Skills
Content Creation, Social Media, Media Production, Media Relations, Microsoft Office, PowerPoint, Research, Promotional Marketing, Marketing Communications, Digital Media, Photoshop, InDesign, Illustrator, Graphic Design, Customer Service, Public Relations, Press Releases, Retail, Public Speaking, Facebook, Social Networking, Time Management, Event Planning
Education
Bridgewater State University 2012 — 2014
Bachelor's Degree, Media Studies & Communication Technologies; Management (Marketing focused) & Graphic Design Minor
Stonehill College 2010 — 2012
Stoughton High School 2006 — 2010
High School Diploma w/ Highest Honors
Welch & Forbes LLC October 2012 - Present
Barry Investment Advisors April 2011 - October 2012
Angel Island Partners 2009 - 2010
SCS Financial 2007 - 2008
Cambridge Associates 2005 - 2007
Skills
Portfolio Management, Asset Allocation, Equity Research, Bloomberg, Value Investing, Quantitative Investing, Wealth Management
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
Graduate Diploma, Accounting and Finance
Reed College 1999 — 2003
BA, Psychology
Concord Academy 1994 — 1998
Diploma
Welch & Forbes LLC 1983 - Present
Education
Hamilton College 1971 — 1975
BA, English and History Major
Moorestown Friends School 1963 — 1971
Welch & Forbes LLC July 2008 - Present
Wilmington Trust Boston (formerly Bingham Legg Advisers) May 2000 - June 2008
Bingham Legg Advisers 2000 - 2007
State Street May 1994 - May 2000
Bank of Boston February 1988 - May 1992
Moseley Securities February 1984 - December 1987
Skills
Investments, Bonds, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Equities, Investment Advisory, Wealth Management, Mutual Funds, Financial Modeling, Capital Markets, Private Equity, Valuation, Asset Management, Investment Management, Investment Strategies, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Harvard University 1984 — 1986
Certificate of Special Studies, Administration and Management
Franklin & Marshall College 1979 — 1983
BA, Economics
NetProspex (Dun and Bradstreet) September 2014 - Present
Pegasystems March 2014 - September 2014
Intuit April 2013 - March 2014
Intuit August 2012 - March 2014
Welch & Forbes LLC July 2007 - August 2012
Fisher College November 2011 - May 2012
BTMU Capital Corporation June 2001 - July 2007
Skills
System Design, CRM, Project Management, Strategic Planning, Financial Modeling, Process Engineering, Product Management, Microsoft CRM, Web Design, Visual Basic, Microsoft SQL Server, C++, Microsoft Excel, PowerPoint, Microsoft Reporting..., Microsoft Word, SaaS, Business Intelligence, Management, Salesforce.com, Business Analysis, Enterprise Software
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston University 2005 — 2007
MS, Computer Information Systems
Providence College 1997 — 2001
BS, Computer Science
East Longmeadow High School
Welch & Forbes LLC Manage investment portfolios for individualsAmbassador - MicrofinanceAccionJune 2011 - August 2011
Skills
Microfinance, Portfolio Management, Investments, Equities, Asset Management, Strategic Planning, Fixed Income, Research, Financial Modeling, Equity Research, Valuation, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA
Smith College 1974 — 1978
AB, Government
Dartmouth College 1976 — 1977
Welch & Forbes LLC July 2001 - Present
Ropes & Gray LLP 1999 - June 2001
Skills
Portfolio Management, Investments, Equities, Fixed Income, Asset Management, Alternative Investments, Mutual Funds, Research, Microsoft Excel
Education
Northeastern University 1995 — 2000
BS, Legal Studies/Finance
Department of Treasury March 2010 - Present
Loring, Wolcott & Coolidge September 2006 - March 2009
Welch & Forbes LLC October 2004 - September 2006
Hale and Dorr LLP November 2001 - October 2004
PricewaterhouseCoopers November 1998 - August 2001
Skills
Estate Tax Planning, Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Research, Tax Law, IRS, Estate Planning, Partnership Taxation, Tax Accounting, Financial Reporting, International Tax, Accounts Payable, Financial Planners, Forensic Accounting, Accounting, Mutual Funds, Tax Advisory, Preparation, CPA, Due Diligence, High Net Worth..., Financial Analysis, Small Business, Tax Returns, Financial Statements, GAAP, Trusts, State Tax
Education
Bentley University 1990 — 1992
MSA
Clark University 1981 — 1985
Ropes & Gray LLP 2005 - Present
Welch & Forbes LLC 1996 - 2005
welch & forbes 1996 - 2005
welch & forbes 1996 - 2005
first & ocean national bank 1993 - 1996
Education
Chhatrapati Shahu Ji Maharaj University 1981 — 1984
Bachelors, Commerce
Boston Financial Managment Co. April 2014 - Present
People's United Bank June 2011 - Present
People's United Bank/Danversbank Merger November 2009 - November 2013
State Street Bank 2005 - 2007
Welch & Forbes LLC November 2002 - August 2005
Hale and Dorr LLP April 1996 - October 2002
Skills
Investments, Wealth Management, Securities, Outsourcing, Portfolio Management, Banking, Asset Management, Investment Advisory, Loans, Credit, Retirement Planning, Financial Services
Education
Massachusetts Bay Community College
Liberal Arts and Sciences/Liberal Studies, 2 years
Winthrop High School
Graduated, College Courses
Welch & Forbes LLC August 2004 - Present
Swan Mountain Capital January 2002 - August 2004
the Yankee Group December 1994 - December 2001
Skills
Investments, Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Alternative Investments, Financial Analysis, Financial Modeling, Private Equity, Risk Management, Valuation, Wealth Management, Asset Allocation, Derivatives, Mutual Funds, Bloomberg, Strategic Planning, Due Diligence, Trading
Education
The University of Texas at Austin 1983 — 1985
MBA, Marketing/Finance/International Business
Hamilton College 1976 — 1980
BA, Geology/Liberal Arts
Numeric Investors October 2013 - Present
Numeric Investors September 2012 - October 2013
Welch & Forbes LLC March 2008 - September 2012
SCORE! Educational Centers August 2007 - March 2008
Basics Group January 2007 - May 2007
PharmaCare February 2006 - May 2006
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Marketing
Welch & Forbes LLC June 1984 - Present
Education
Tufts University 1973 — 1977
BA, Political Science
Milton Academy 1968 — 1972
Welch & Forbes LLC December 2006 - Present
Robert, Finnegan & Lynah August 2003 - June 2006
Stone & Company, LLC June 2002 - July 2003
Education
Emerson College 1980 — 1984
Bachelor of Science (B.S.), Mass Communication/Media Studies
Northeastern University