Dan Gorman Becomes a Member of the Firm

We are pleased to announce Daniel R. Gorman has become a member of the firm.

Dan has 18 years of experience in the investment industry.

Prior to joining Welch & Forbes in 2018, he was Managing Director of Research and Portfolio Management for Thomas Partners Inc. Previously, he was a Portfolio Manager in the High Net Worth division of U.S. Trust. Dan is a member of the Brokerage Committee.

Dan received a Bachelor’s Degree in Business, along with a Master of Science Degree in Finance from Northeastern University. He is assisted by Elizabeth DeMetro, who joined the firm in 2020.

Dan is a member of the CFA Institute and CFA Society Boston.

 

For more information, call Ed Sullivan, Vice President, at 617-557-9800 or email him at esullivan@welchforbes.com.