Charles P. Curtis
Charlie has worked in the investment industry for 34 years.
Prior to joining Welch & Forbes in 2006, Charlie was Senior Vice President, Portfolio Manager and assumed the role of Chief Operating Officer of Private Client Wealth Management Boston unit of Brown Brothers Harriman & Co. Charlie received a Bachelor’s degree from Washington College.
Charlie works with Heather Mehra, who joined the firm in 2017.
- Member, WGBH Corporate Executive Council
- Member, CFA Society Boston
- Member, Boston Estate Planning Council