Welch & Forbes LLC

45 School St.
Boston, Massachusetts 02108
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
35000
Employees
175

Products & Services

mid-size investment management boutique, asset management

Industries

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 (79 contacts available)

Lena Marble
Estate Administrator
Peter Brown
Senior Vice President and Portfolio Manager
Denise Barron
Trust Accounting Operations Manager and Vice President
Todd Jundi
Senior Vice President, Chief Compliance Officer
Kurt Walter
Chief Financial Officer
Michael Bean
Senior Tax Specialist
Amy Stanton
Client Relationship Specialist
Naomi Dalessandro
Portfolio Manager
Leah Brown
Vice President, Human Resources and Administration
Brenda Davidson
Tax Administrator
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