Dan Gorman
Gestionnaire de Portefeuille-Actions chez Welch & Forbes LLC
Profil
Mr. Daniel R.
Gorman is a Portfolio Manager at Welch & Forbes LLC.
He has over 18 years of experience in the investment industry.
Prior to joining Welch & Forbes in 2018, Mr. Gorman was a Director and Portfolio Manager for Thomas Partners Inc. Previously, he was a Portfolio Manager in the High Net Worth division of U.S.
Trust.
He received a Bachelor’s Degree in Business, along with a Master of Science Degree in Finance from Northeastern University.
Postes actifs de Dan Gorman
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 20/09/2018 |
Formation de Dan Gorman
| Northeastern University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
