Matthew W. Johnson, CFA, CFP^®

Portfolio Manager

Matthew has 18 years of investment industry experience.

Prior to joining Welch & Forbes in 2025, Matthew served as an Investment Strategist, Portfolio Manager, and Senior After-Tax Wealth Strategist at BlackRock. Previously, he was a Portfolio Manager and Wealth Advisor at Wellesley Investment Partners. Matthew began his career as a Trust Officer with U.S. Trust Private Wealth Management.

Matthew received a Bachelor’s Degree in Trust & Wealth Management and a Master of Business Administration from Campbell University in North Carolina. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER^® professional.

Member, CFA Society Boston
Member, CFA Institute

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