Dan Gorman
Gestore di Portafoglio-Azioni presso Welch & Forbes LLC
Posizioni attive di Dan Gorman
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 20/09/2018 | - |
Storia della carriera di Dan Gorman
Formazione di Dan Gorman
| Northeastern University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Graduate Degree | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
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 |
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