Our Team

Our highly personalized approach ensures that you can always talk with someone you know and trust.

The Welch & Forbes team is comprised of over 50 professionals and includes support personnel, a technology group and a fully staffed tax department. As a group, we’re rich in talent, deep in knowledge, and experienced in navigating the complex world of financial markets. We’re here to help you.

Managers

photo of Peter Brown

Peter P. Brown

Portfolio Manager

photo of Naomi Dalessandro

Naomi T. Dalessandro, CFA

Portfolio Manager

photo of Kelley Ellis

Kelley R. Ellis

Portfolio Manager

photo of Ben Garfield

Benjamin L.B. Garfield, CFA

Portfolio Manager

photo of Seth Gelsthorpe

Seth Gelsthorpe

Portfolio Manager

photo of Dan Gorman

Daniel R. Gorman

Portfolio Manager

photo of Ted Ober

Theodore E. Ober

Portfolio Manager

photo of Drew Schneller

Drew M. Schneller, CFA

Portfolio Manager

photo of Adrienne Silbermann

Adrienne G. Silbermann, CFA

Director of Research Portfolio Manager

photo of Ben Williams

Benjamin J. Williams, Jr.

Portfolio Manager

photo of Justin Wolstenholme

Justin T. Wolstenholme, CFA, CFP®

Portfolio Manager

Other Professionals

photo of Lori Haller

Lori A. Haller

Manager of Estate Settlement

photo of Todd Jundi

Todd R. Jundi

Chief Compliance Officer

Wayne R. Kurpiel, CPA, MST

Tax Department Manager

photo of Sheila Nilan

Sheila A. Nilan

Head Trader

Kurt H. Walter headshot

Kurt H. Walter, CPA

Chief Financial Officer