Justin T. Wolstenholme
Portefeuillebeheerder-Aandelen bij Welch & Forbes LLC
Profiel
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.
Actieve functies van Justin T. Wolstenholme
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-2020 |
Opleiding van Justin T. Wolstenholme
| Campbell University | Masters Business Admin |
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| Bedrijven in privébezit | 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 |
