Charles P. Curtis, Portfolio Manager

Charles P. Curtis

Portfolio Manager

Charlie has worked in the investment industry for 29 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 is assisted by Carol Proctor, who joined the firm in 2015 and has 31 years of experience.

  • Member, WGBH Corporate Executive Council
  • Member, Boston Securities Analysts Society
  • Member, Boston Estate Planning Council