Daniel R. Gorman

Portfolio Manager

Dan has 15 years of experience in the investment industry.

Prior to joining Welch & Forbes in 2018, he was Managing Director of Research and Portfolio Management for Thomas Partners Inc. Previously, he was a Portfolio Manager in the High Net Worth division of U.S. Trust.

Dan received a Bachelor’s Degree in Business, along with a Master of Science Degree in Finance from Northeastern University. He is assisted by Carroll Regan, who has been with the firm for 16 years.

  • Member, CFA Society Boston
  • Member, CFA Institute