Dan Gorman Joins The Firm

We are pleased to announce Daniel R. Gorman has joined Welch & Forbes LLC as a Portfolio Manager.

Dan has 14 years of experience in the investment industry.

Prior to joining Welch & Forbes in 2018, he was Director and Portfolio Manager 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 15 years.

Dan is a member of the CFA Institute and CFA Society Boston.

For more information, call Ed Sullivan, Vice President, at 617-557-9800 or email him at esullivan@welchforbes.com.

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