Naomi T. Dalessandro, Portfolio Manager

Naomi T. Dalessandro, CFA

Portfolio Manager

Naomi has 18 years of investment industry experience.

Prior to joining Welch & Forbes in 2014, she was Vice President and Portfolio Manager, Woodstock Corporation. Naomi started her investment career at Boston Safe Deposit & Trust Co. She was also a Financial Advisor at Edward Jones Investments.

Naomi received a Bachelor’s degree in Economics from the University of Massachusetts at Amherst. She is a CFA charterholder. Naomi is assisted by Amy Stanton, who has been with the firm for 10 years.

  • Member, Boston Security Analysts Society
  • Member, CFA Institute