We are pleased to announce that Welch & Forbes LLC Member and Portfolio Manager, Seth Gelsthorpe, has been named a Member of the Investment Committee of The Cape Cod Foundation.
Seth has worked in the investment industry for 23 years and joined Welch & Forbes in 2004. He is a graduate of Hamilton College and received his MBA from the McCombs School of Business at the University of Texas. For more information on the Foundation, go to their website at capecodfoundation.org.
Welch & Forbes’s commitment to Cape Cod spans generations. Founded in 1838, Welch & Forbes provides customized portfolio management, acts as private trustee, and offers a suite of family office services, including estate settlement. For more information, call Ed Sullivan, Vice President, at 617-557-9800 or email him at email@example.com.
The Wealth Planning Suite: Get started organizing, understanding, and controlling your wealth with a complimentary Initial Consultation and Portfolio X-Ray©.
Includes our √ Initial Consultation √ Portfolio X-Ray© √ Estate Plan Review √ Financial Plan
Estate Plan Review
*There is no fee for the Initial Consultation or Portfolio X-Ray© for prospective clients. Portfolio X-Ray© is a Morningstar product that Welch & Forbes maintains a license for its use. The Estate Plan Review and Financial Plan are provided only to clients.