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Justin T. Wolstenholme
Gestore di Portafoglio-Azioni presso Welch & Forbes LLC
Profilo
Mr. Justin T.
Wolstenholme, CFA, is a Portfolio Manager at Welch & Forbes LLC.
He has over 16 years of experience in the investment management industry.
Prior to joining Welch & Forbes in 2020, he was a Managing Director and Senior Wealth Advisor at Boston Private.
Previously, he worked in the Wealth Management and Trust Administration divisions at Merrill Lynch and U.S.
Trust.
He received a Bachelor’s Degree in Trust & Wealth Investment Management along with a Master’s in Business Administration from Campbell University in North Carolina.
He is a CFA charterholder and holds the CERTIFIED FINANCIAL PLANNER® professional designation.
Posizioni attive di Justin T. Wolstenholme
Società | Posizione | Inizio |
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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, corporations and other business entities. | Gestore di Portafoglio-Azioni | 01/01/2020 |
Formazione di Justin T. Wolstenholme
Campbell University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 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, corporations and other business entities. | Finance |
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