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J.M. Forbes & Co. LLP Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

J.M. Forbes & Co. LLP operates as an advisory and fiduciary services firm, offering customized wealth management alongside trustee administration. Founded in 1838 and based in Boston, Massachusetts, the firm serves individuals, trusts and foundations. 
Within the investment management sector, it fulfills clients' needs for tailored asset oversight and fiduciary support. In 2023, CNBC ranked the firm No. 55 on its Financial Advisor 100 list.

Find J.M. Forbes & Co. LLP employees' phone numbers or email addresses

J.M. Forbes & Co. LLP Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

J.M. Forbes & Co. LLP's Leadership

  • Stylized image of a person
    B. H.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. L.
    Director, Technology Risk
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Senior Accountant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. F.
    Accounting
    Phone icon
    Mobile Phone

J.M. Forbes & Co. LLP Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Accounting
  • Community & Social Services
  • Finance
  • Other

Contact profiles from J.M. Forbes & Co. LLP

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. H.
    Partner
    Phone icon
    Mobile Phone
    Jun 10, 2026
  • Stylized image of a person
    L. L.
    Director, Technology Risk
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. M.
    Senior Accountant
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    B. F.
    Accounting
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is J.M. Forbes & Co. LLP known for?

Minus sign iconPlus sign iconJ.M. Forbes & Co. LLP was founded in 1838 operates in the Investment Management industry. Explore J.M. Forbes & Co. LLP's company overview page for more information.

What is J.M. Forbes & Co. LLP's most common email format?

Minus sign iconPlus sign iconJ.M. Forbes & Co. LLP employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more J.M. Forbes & Co. LLP email formats with LeadIQ.

How many employees does J.M. Forbes & Co. LLP have currently?

Minus sign iconPlus sign iconJ.M. Forbes & Co. LLP has approximately 26 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are J.M. Forbes & Co. LLP's key employees and leadership?

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As of July 2026, J.M. Forbes & Co. LLP's key employees include:

  • Partner: B. H.
  • Director, Technology Risk: L. L.
  • Senior Accountant: J. M.
  • Accounting: B. F.

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