Amy Qiu Receives CTFA (Certified Trust and Financial Advisor) Designation

April 2, 2020 Announcements
The walls of City Hall

Welch & Forbes is proud to announce that Client Relationship Specialist, Amy Qiu, has received her CTFA (Certified Trust and Financial Advisor) designation. The Certified Trust and Financial Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which provides training and knowledge in fiduciary and trust activities, financial and estate planning, […]

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Supporting IINE’s 2020 International Women’s Day Celebration

March 13, 2020 Announcements
womens day banner graphic

Welch & Forbes was honored to have supported as an Ally Sponsor the International Institute of New England’s 2020 International Women’s Day Celebration on Friday, March 6. The event honored EY Boston and three woman leaders: Marina Hatsopoulos Bornhorst – A writer and technology entrepreneur, Jackie Glenn – Founder and CEO of Glenn Diversity and HR Solutions, and […]

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Supporting the 2019 Suffolk Law All Rise Panel and Dinner

December 13, 2019 Announcements
Suffolk Law All Rise Event Logo

Welch & Forbes is proud to have supported as a sponsor Suffolk University’s 2019 All Rise Event. The panel and dinner recognized and honored various female Suffolk Law students and alumnae at the Omni Parker House. Suffolk University characterizes the event as the following: “Our history of glass shattering began over eighty years ago with Marian […]

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Supporting the NEHGS Fall Dinner Featuring Historian Joseph J. Ellis

October 24, 2019 Announcements
joseph ellis header photo

Welch & Forbes is proud to have supported as a benefactor the New England Historic Genealogical Society’s (NEHGS) Fall Family History Benefit Dinner held on October 24, 2019. The Fall Family History Benefit Dinner featured Historian Joseph J. Ellis in conversation with NEHGS Lifetime Achievement Award recipient Stacy Schiff at the Four Seasons Hotel. The New England […]

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Barron’s Ranks W&F Among The Nation’s Top 50 Registered Investment Advisors

September 18, 2019 Announcements
print press

Welch & Forbes LLC is proud to be recognized as a top 50 Registered Investment Advisor in the United States for Barron’s 2019 rankings. The firm is #30 on the publication’s list of the nation’s top 50 registered investment advisors. If you would like to speak with Welch & Forbes regarding the list, call Ed Sullivan, Vice President, at 617-557-9800, or email […]

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Wealth Management Breakfast Reception in Needham

September 11, 2019 Announcements
north hill event header

Welch & Forbes team members Naomi T. Dalessandro, CFA (Portfolio Manager) and Edward J. Sullivan, JD (Director of Client Development) will participate in a Wealth Management Breakfast Reception at North Hill Retirement Community in Needham, MA on Thursday, September 26 from 10:00am to noon. See the below for more details on how to RSVP to this event: If you […]

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2019 Boston Pops on Nantucket Concert

July 11, 2019 Announcements
nantucket pops aerial photo

Welch & Forbes wishes you and your family a happy summer. We are excited to support and attend the annual Boston Pops on Nantucket Concert emanating from Jetties Beach on Saturday, August 10. A signature event every year, the Nantucket Cottage Hospital characterizes the event online as follows: After more than two decades, the Boston Pops on Nantucket […]

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Supporting The Moore Center’s 19th Annual Garden Party

May 23, 2019 Announcements
moore center garden party

Welch & Forbes is proud to announce our support for The Moore Center’s 19th Annual Garden Party taking place at the Brady Sullivan Tower in Manchester, New Hampshire on Thursday, June 20, 2019. The event allows the agency to continue creating opportunities for a good life for individuals with developmental disabilities as well as the children and senior citizens they […]

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Supporting the IINE’s 2019 International Women’s Day Luncheon

March 19, 2019 Announcements
international womens day event awards

Welch & Forbes was honored to have supported as an Ally Sponsor the International Institute of New England’s 2019 International Women’s Day Luncheon on Friday, March 12. The event honored three women leaders: Pardis Sabeti – Professor and founder of Sabeti Lab at Harvard University, Monica Grewal – Partner at WilmerHale, and Christina Qi – Co-founder and partner at […]

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