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Justin T. Wolstenholme, CFA, CFP®

Portfolio Manager

Justin has 17 years of investment industry experience.

Prior to joining Welch & Forbes in 2020, Justin was a Managing Director and Senior Wealth Advisor at Boston Private. Previously, he worked in the Wealth Management and Trust Administration divisions at Merrill Lynch and U.S. Trust.

Justin received a Bachelor’s Degree in Trust & Wealth Investment Management along with a Master’s in Business Administration from Campbell University in North Carolina. He is a CFA charterholder and holds the CERTIFIED FINANCIAL PLANNER® professional designation. Justin is assisted by Heather Mehra, who joined the firm in 2017.

  • Member, CFA Society Boston
  • Member, CFA Institute