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Naomi T. Dalessandro, CFA

Portfolio Manager

Naomi has 26 years of investment industry experience.

Prior to joining Welch & Forbes in 2014, she was Vice President and Portfolio Manager at Woodstock Corporation. Naomi started her investment career at Boston Safe Deposit & Trust Co. She was also a Financial Advisor at Edward Jones Investments.

Naomi received a Bachelor’s degree in Economics from the University of Massachusetts at Amherst. She is a CFA charterholder. Naomi is assisted by Amy Stanton, who has been with the firm for 18 years.

  • Member, CFA Society Boston
  • Member, CFA Institute
  • Essex County Community Foundation, County Leadership Council