Charles P. Curtis, Portfolio Manager

Charles P. Curtis

Portfolio Manager

Charlie has worked in the investment industry for 30 years.

Prior to joining Welch & Forbes in 2006, Charlie was Senior Vice President, Portfolio Manager and assumed the role of Chief Operating Officer of Private Client Wealth Management Boston unit of Brown Brothers Harriman & Co. Charlie received a Bachelor’s degree from Washington College. Charlie works with Heather Mehra, who joined the firm in 2017.

  • Member, WGBH Corporate Executive Council
  • Member, CFA Society Boston
  • Member, Boston Estate Planning Council