What departments does Welch & Forbes LLC have?

Welch & Forbes LLC has employees across 1 departments including Program & Project Management.

What is the largest department at Welch & Forbes LLC?

The largest department at Welch & Forbes LLC is Program & Project Management with 2 employees.

Where are Welch & Forbes LLC employees located globally?

Welch & Forbes LLC has employees across 1 continents and 1 countries including United States Of America.

How has Welch & Forbes LLC's team size changed over time?

Welch & Forbes LLC's team has remained stable from approximately 54 to 54 employees based on available data.

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Welch & Forbes LLC Employee Directory

Investment ManagementMassachusetts, United States51-200 Employees

Welch & Forbes LLC is a private wealth management firm in the investment management industry, based in Boston, Massachusetts. With a history spanning more than 180 years, it serves startup founders, corporate executives, and multi-generational families, operating in a family-office style that emphasizes trust and cross-disciplinary collaboration. The firm offers a broad range of services, including investment management, personal trusteeship, tax and estate settlement, philanthropic strategy, and personal financial planning. Portfolios are customized based on in-house research and collaborative decision-making, and the firm can work with clients’ existing advisers. Ancillary services such as trust administration, income distribution, and bill payment are provided to support portfolio management at no additional cost.

Welch & Forbes LLC Global Highlights

North America
70

United States Of America
70

Welch & Forbes LLC's Leadership

C. H.
Vice President
Mobile Phone
Email
B. W.
Portfolio Manager
Mobile Phone
Email
T. O.
Portfolio Manager
Mobile Phone
Email
S. T.
Principal
Mobile Phone
Email
D. M. N.
Client Relationship Specialist
Mobile Phone
Email

Welch & Forbes LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Finance
Information Technology
Other

Contact profiles from Welch & Forbes LLC

Name

Title

Contact

Location

Last Update

C. H.
Vice President
Mobile Phone
Email
Oct 23, 2024
B. W.
Portfolio Manager
Mobile Phone
Email
Jun 04, 2025
T. O.
Portfolio Manager
Mobile Phone
Email
Jun 08, 2026
S. T.
Principal
Mobile Phone
Email
Oct 16, 2024
D. M. N.
Client Relationship Specialist
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Welch & Forbes LLC known for?

Welch & Forbes LLC was founded in 1838 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-617-523-****

. Explore Welch & Forbes LLC's company overview page for more information.

What is Welch & Forbes LLC's most common email format?

Welch & Forbes LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Welch & Forbes LLC email formats with LeadIQ.

How many employees does Welch & Forbes LLC have currently?

Welch & Forbes LLC has approximately 67 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Welch & Forbes LLC's key employees and leadership?

As of July 2026, Welch & Forbes LLC's key employees include:

Vice President: C. H.
Portfolio Manager: B. W.
Portfolio Manager: T. O.
Principal: S. T.
Client Relationship Specialist: D. M. N.

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Welch & Forbes LLC Employee Directory

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