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Welch & Forbes LLC

45 School St.

Boston, Massachusetts,02108

United States

United States View Map>>

P: (617) 523-1635

F: (617) 742-6243

www.welchforbes.com

Description

Welch & Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families and fiduciary returns for trusts and estates. We also offer authoritative guidance on a variety of diversified tax-related subjects. In addition, by naming a Wel...more

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Revenue

$35 Million

Employees

175

Products & Service

mid-size investment management boutique, asset management .

Industries

Finance, Investment Banking, Brokerage .

Similar Companies

Rorer Asset Management , LLC, Friess Associates , LLC, Managers Investment Group LLC, Third Avenue Management LLC .

SIC Codes

6733, 6211 .

Recently updated profiles at this company(71 contacts available)

Richard Eurich

Equity Research Analyst

Todd Jundi

Senior Vice President, Chief Compliance Officer

Wayne Kurpiel

Manager of Tax Department

Theodore Ober

Portfolio Manager

Edward Sullivan

Vice President

Kurt Walter

Chief Financial Officer

Charles Haydock

Chief Investment Officer

Lori Haller

Manager Estate Settlement

Naomi Dalessandro

Portfolio Manager

Drew Schneller

Portfolio Manager

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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