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Justin T. Wolstenholme
Gestionnaire de Portefeuille-Actions chez
Welch & Forbes LLC
Profil
Mr. Justin T.
Wolstenholme, CFA, is a Portfolio Manager at Welch & Forbes LLC.
He has over 18 years of investment industry experience.
Prior to joining the firm in 2020, Mr. Wolstenholme 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.
Postes actifs de Justin T. Wolstenholme
| Sociétés | Poste | Début |
|---|---|---|
Welch & Forbes LLC
 Welch & Forbes LLC Investment ManagersFinance Welch & Forbes develops a customized portfolio based on an investment approach that fits each client’s goals and unique situation. They utilize a bottom-up fundamental analysis as the primary driver for security selection. The firm also uses top-down economic analysis as a secondary factor in selecting securities. In customizing the equity portion of portfolios, they typically invest in shares of high quality, growing companies purchased at reasonable valuations. Their fixed income strategy aims to create stability, generate income, and manage liquidity and risk. | Gestionnaire de Portefeuille-Actions | 01/09/2020 |
Formation de Justin T. Wolstenholme
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes develops a customized portfolio based on an investment approach that fits each client’s goals and unique situation. They utilize a bottom-up fundamental analysis as the primary driver for security selection. The firm also uses top-down economic analysis as a secondary factor in selecting securities. In customizing the equity portion of portfolios, they typically invest in shares of high quality, growing companies purchased at reasonable valuations. Their fixed income strategy aims to create stability, generate income, and manage liquidity and risk. | Finance |
Campbell University
 Campbell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
