Dan Gorman
Portefeuillebeheerder-Aandelen bij Welch & Forbes LLC
Profiel
Mr. Daniel R.
Gorman is a Portfolio Manager at Welch & Forbes LLC.
He has over 18 years of experience in the investment industry.
Prior to joining Welch & Forbes in 2018, Mr. Gorman was a Director and Portfolio Manager for Thomas Partners Inc. Previously, he was a Portfolio Manager in the High Net Worth division of U.S.
Trust.
He received a Bachelor’s Degree in Business, along with a Master of Science Degree in Finance from Northeastern University.
Actieve functies van Dan Gorman
| Bedrijven | Functie | Begin |
|---|---|---|
Welch & Forbes LLC
 Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Portefeuillebeheerder-Aandelen | 20-09-2018 |
Opleiding van Dan Gorman
| Northeastern University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
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Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Finance |
