Our Team

Our highly personalized approach ensures that you can always talk with someone you know and trust.

The Welch & Forbes team is comprised of over 50 professionals and includes support personnel, a technology group and a fully staffed tax department. As a group, we’re rich in talent, deep in knowledge, and experienced in navigating the complex world of financial markets. We’re here to help you.

Managers

Naomi T. Dalessandro, CFA

Portfolio Manager

Kelley R. Ellis

Portfolio Manager

Benjamin L.B. Garfield, CFA

Portfolio Manager

photo of Seth Gelsthorpe

Seth Gelsthorpe

Portfolio Manager

Daniel R. Gorman

Portfolio Manager

Matthew W. Johnson, CFA, CFP®

Portfolio Manager

Theodore E. Ober

Portfolio Manager

Drew M. Schneller, CFA

Chief Investment Officer, Portfolio Manager

Adrienne G. Silbermann, CFA

Director of Research, Portfolio Manager

Benjamin J. Williams, Jr.

Portfolio Manager

Justin T. Wolstenholme, CFA, CFP®

Portfolio Manager

Other Professionals

Bryan J. Ciborowski

Director of Client Development

Lori A. Haller

Manager of Estate Settlement

Todd R. Jundi

Chief Compliance Officer

Wayne R. Kurpiel, CPA, MST

Tax Department Manager

Sheila A. Nilan

Head Trader

Jennifer Roberts

Director of Marketing

Kurt H. Walter

Chief Financial Officer