The Client Development Team at Welch & Forbes LLC focuses on building and nurturing long-term relationships with clients to understand their unique financial needs and goals. They collaborate closely with portfolio managers to create tailored wealth management strategies, ensuring that clients receive personalized service and comprehensive solutions throughout their financial journey. The team is dedicated to fostering trust and transparency, making them a vital resource for clients as they navigate their wealth management challenges.
Benjamin Garfield
Portfolio Manager
Dan Gorman
Portfolio Manager
Drew M. Schneller
Senior Vice President And Port...
Edward Sullivan
Vice President And Director Of...
Justin Wolstenholme
Portfolio Manager
Kelley Ellis
Portfolio Manager
Naomi T. Dalessandro
Portfolio Manager
Peter Brown
Senior Vice President And Port...
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