Welch & Forbes LLC
Naomi T. Dalessandro, CFA, is an experienced portfolio manager currently working at Welch & Forbes LLC since July 2014, where services are tailored to various client demographics, from startup founders to multi-generational families. Prior to this role, Naomi served as Vice President and Portfolio Manager at Woodstock Corporation from June 2010 to June 2014, and worked as a financial advisor at Edward Jones Investments from November 2005 to May 2010, assisting clients in developing and monitoring financial strategies. Earlier experience includes a position as Portfolio Manager at Woodstock Corporation from 1997 to 2004. Naomi holds a Bachelor of Arts degree in Economics with minors in Political Science and French from the University of Massachusetts Amherst, earned between 1989 and 1993, and has a concentration in International Relations.