Welch & Forbes LLC

Industry: Company

Description

Headquarters: 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

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Welch & Forbes LLC Employees

Employee
Years
Job
Industry
Paulina Koutroubis Paulina Koutroubis Greater Boston Area Details
Paulina Koutroubis's Welch & Forbes LLC Experience March 2015 - Present
Job Assistant Trader at Welch & Forbes LLC
Industry Financial Services
Experience
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

Katherine Lynch Katherine Lynch New York, New York Details
Katherine Lynch's Welch & Forbes LLC Experience May 2006 - June 2007
Job Associate at Willkie Farr & Gallagher LLP
Industry Law Practice
Experience
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

Sheila Nilan Sheila Nilan Boston, Massachusetts Details
Sheila Nilan's Welch & Forbes LLC Experience
Job Assistant Trader at Welch & Forbes LLC
Industry Investment Management
Experience
Welch & Forbes LLC  

Skills
Equities

Education
Boston College   1988 — 1992

Juliana Rozeboom Juliana Rozeboom Saratoga Springs, New York Details
Juliana Rozeboom's Welch & Forbes LLC Experience April 2007 - June 2011
Job Commodities Broker at Rozeboom Brokerage, Inc.
Industry Logistics and Supply Chain
Experience
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

Naomi Dalessandro Naomi Dalessandro Greater Boston Area Details
Naomi Dalessandro's Welch & Forbes LLC Experience July 2014 - Present
Job Portfolio Manager at Welch&Forbes LLC
Industry Financial Services
Experience
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.

Todd Jundi Todd Jundi Greater Boston Area Details
Todd Jundi's Welch & Forbes LLC Experience January 2010 - Present
Job Senior Vice President, Chief Compliance Officer at Welch & Forbes LLC
Industry Investment Management
Experience
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

Ron Morrell Ron Morrell Dover, New Hampshire Details
Ron Morrell's Welch & Forbes LLC Experience December 1997 - July 2012
Job Founding Member – XuluPay, LLC
Industry Financial Services
Experience
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

Scott Schwenderman Scott Schwenderman Greater Boston Area Details
Scott Schwenderman's Welch & Forbes LLC Experience January 2008 - April 2008
Job Operations Manager at McGuire Financial Services
Industry Accounting
Experience
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

Adrienne Silbermann Adrienne Silbermann Greater Boston Area Details
Adrienne Silbermann's Welch & Forbes LLC Experience May 1997 - Present
Job Executive Vice President at Welch & Forbes LLC
Industry Investment Management
Experience
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

Dylan Holbrook Dylan Holbrook Greater Boston Area Details
Dylan Holbrook's Welch & Forbes LLC Experience June 2015 - Present
Job Marketing Administrator at Welch & Forbes LLC
Industry Marketing and Advertising
Experience
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

Richard Eurich, CFA Richard Eurich, CFA Greater Boston Area Details
Richard Eurich, CFA's Welch & Forbes LLC Experience October 2012 - Present
Job Equity Research Analyst at Welch & Forbes LLC
Industry Investment Management
Experience
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

John H Emmons, Jr John H Emmons, Jr Boston, Massachusetts Details
John H Emmons, Jr's Welch & Forbes LLC Experience 1983 - Present
Job President at Welch & Forbes LLC
Industry Investment Management
Experience
Welch & Forbes LLC   1983 - Present

Education
Hamilton College   1971 — 1975
BA, English and History Major

Moorestown Friends School   1963 — 1971

Drew M. Schneller, CFA Drew M. Schneller, CFA Boston, Massachusetts Details
Drew M. Schneller, CFA's Welch & Forbes LLC Experience July 2008 - Present
Job Portfolio Manager at Welch & Forbes LLC
Industry Investment Management
Experience
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

John Zilch, Jr. John Zilch, Jr. Greater Boston Area Details
John Zilch, Jr.'s Welch & Forbes LLC Experience July 2007 - August 2012
Job Product Manager at Dun and Bradstreet
Industry Information Technology and Services
Experience
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

Pamela R. Chang Pamela R. Chang Greater Boston Area Details
Pamela R. Chang's Welch & Forbes LLC Experience Manage investment portfolios for individualsAmbassador - MicrofinanceAccionJune 2011 - August 2011
Job Senior Vice President at Welch & Forbes LLC
Industry Financial Services
Experience
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

Lori Haller Lori Haller Greater Boston Area Details
Lori Haller's Welch & Forbes LLC Experience July 2001 - Present
Job Vice President/Manager Estate Settlement at Welch & Forbes LLC
Industry Investment Management
Experience
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

Louis Hirsch, CPA Louis Hirsch, CPA Greater Boston Area Details
Louis Hirsch, CPA's Welch & Forbes LLC Experience October 2004 - September 2006
Job at Department of Treasury
Industry Accounting
Experience
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

Irushi Mehta Irushi Mehta Greater Boston Area Details
Irushi Mehta's Welch & Forbes LLC Experience 1996 - 2005
Job Senior Tax Accountant at Ropes & Gray LLP
Industry Accounting
Experience
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

Janet O'Connell Janet O'Connell Greater Boston Area Details
Janet O'Connell's Welch & Forbes LLC Experience November 2002 - August 2005
Job Client Service Associate at Boston Financial Managment Co.
Industry Financial Services
Experience
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

Seth Gelsthorpe Seth Gelsthorpe Boston, Massachusetts Details
Seth Gelsthorpe's Welch & Forbes LLC Experience August 2004 - Present
Job Senior Vice President at Welch & Forbes LLC
Industry Investment Management
Experience
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

Kendell Benz Kendell Benz United States Details
Kendell Benz's Welch & Forbes LLC Experience March 2008 - September 2012
Job Compliance Analyst at Numeric Investors
Industry Investment Management
Experience
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

Oliver A. Spalding Oliver A. Spalding Greater Boston Area Details
Oliver A. Spalding's Welch & Forbes LLC Experience June 1984 - Present
Job Senior Vice President at Welch & Forbes LLC
Industry Investment Management
Experience
Welch & Forbes LLC   June 1984 - Present

Education
Tufts University   1973 — 1977
BA, Political Science

Milton Academy   1968 — 1972

Neil Paulson Neil Paulson Winthrop, Massachusetts Details
Neil Paulson's Welch & Forbes LLC Experience December 2006 - Present
Job CPA, Tax Accountant at Welch & Forbes LLC
Industry Investment Management
Experience
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

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