Profiel
Mr. Theodore E.
Ober is a Portfolio Manager at Welch & Forbes LLC.
He has over 40 years of investment industry experience.
Prior to joining the firm in 2002, Mr. Ober was formerly a Senior Funds Manager at Fleet Investment Advisors / Bank of Boston responsible for managing various funds.
He is Chairman of the Brokerage Committee, a member of the Valuation Committee, and a member of the Executive Committee.
He received a Bachelor’s degree from Boston University.
Actieve functies van Ted Ober
| Bedrijven | Functie | Begin |
|---|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes develops a customized portfolio based on an investment approach that fits each client’s goals and unique situation. They utilize a bottom-up fundamental analysis as the primary driver for security selection. The firm also uses top-down economic analysis as a secondary factor in selecting securities. In customizing the equity portion of portfolios, they typically invest in shares of high quality, growing companies purchased at reasonable valuations. Their fixed income strategy aims to create stability, generate income, and manage liquidity and risk. | Portefeuillebeheerder-Aandelen | 01-01-2002 |
Eerdere bekende functies van Ted Ober
| Bedrijven | Functie | Einde |
|---|---|---|
Fleet Investment Advisors
Fleet Investment Advisors Major BanksFinance Commercial banking | Corporate Officer/Principal | - |
Bank of Boston Corp.
Bank of Boston Corp. Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | - |
Opleiding van Ted Ober
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes develops a customized portfolio based on an investment approach that fits each client’s goals and unique situation. They utilize a bottom-up fundamental analysis as the primary driver for security selection. The firm also uses top-down economic analysis as a secondary factor in selecting securities. In customizing the equity portion of portfolios, they typically invest in shares of high quality, growing companies purchased at reasonable valuations. Their fixed income strategy aims to create stability, generate income, and manage liquidity and risk. | Finance |
Fleet Investment Advisors
Fleet Investment Advisors Major BanksFinance Commercial banking | Finance |
Boston University
Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of Boston Corp.
Bank of Boston Corp. Financial ConglomeratesFinance Bank holding company | Finance |
















