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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

Supporting the NEHGS Fall Dinner Honoring David Hackett Fischer

September 25, 2018 Announcements

Welch & Forbes is proud to announce our support as a benefactor for the New England Historic Genealogical Society’s Fall Family History Benefit Dinner honoring Pulitzer Prize-winning historian and author David Hackett Fischer taking place at the Four Seasons Hotel on Thursday, October 25, 2018. The 5:30pm patron reception, prior to the 6:00pm general reception, is planned to honor President General of the […]

Read More

Dan Gorman Joins The Firm

September 20, 2018 Announcements

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 […]

Read More

The MacDowell Colony’s 2018 Medal Day

July 11, 2018 Announcements

Welch & Forbes is honored to announce our support as Advocate for The MacDowell Colony’s 2018 Medal Day on Sunday, August 12. This event is their largest public event, free and open to the public thanks to the generosity of Medal Day sponsors and donors. It includes the medal ceremony, a picnic on the grounds, and open studios with artists-in-residence. The MacDowell Colony […]

Read More