WELCH & FORBES LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 115119). Regulatory assets under management: $9.9B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
Showing 25 of 32 people.
| Name | Role | Location |
|---|---|---|
| Walter Henry | EXECUTIVE VICE PRESIDENT & TREASURER; PARTNER; SENIOR VICE PRESIDENT & TREASURER | Vancouver, A1 |
| Todd R Jundi | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Kurt Henry Walter | EXECUTIVE VICE PRESIDENT & TREASURER | — |
| Adrienne G Silbermann | EXECUTIVE VICE PRESIDENT | — |
| Benjamin Jackson Williams | EXECUTIVE VICE PRESIDENT | — |
| Theodore Edward Ober | EXECUTIVE VICE PRESIDENT | — |
| BROWN BRIAN S | PARTNER | — |
| YOUNG RICHARD FRANCIS | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| DABNEY THOMAS NICOLSON | EXECUTIVE VICE PRESIDENT & CLERK; PARTNER | — |
| OLNEY RICHARD | EXECUTIVE VICE PRESIDENT; PARTNER | — |
| HODGES ARTHUR CARLISLE | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER; PARTNER | — |
| BRENNAN MARY LYNN | EXECUTIVE VICE PRESIDENT; PARTNER | — |
| EMMONS JOHN HUGHES | EXECUTIVE VICE PRESIDENT; PARTNER; PRESIDENT | — |
| HAYDOCK CHARLES THORNDIKE | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER; PARTNER | — |
| SPALDING OLIVER AMES | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT AND COMPLIANCE OFFICER; PARTNER (+3 more) | — |
| RUSSELL JAMES EDWARD | EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER; PARTNER (+2 more) | — |
| SILBERMANN ADRIENNE G | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER; SENIOR VICE PRESIDENT & COMPLIANCE OFFICER | — |
| WILLIAMS BENJAMIN JACKSON | EXECUTIVE VICE PRESIDENT; PARTNER; SENIOR VICE PRESIDENT | — |
| BROWN PETER P | PARTNER; SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | — |
| MURPHY BRIAN B | PARTNER | — |
| YOUNG GARY RICHARD | PARTNER; PRESIDENT | — |
| SAFE KENNETH SHAW | PARTNER | — |
| EFTHIM VASIL WILLIAM | PARTNER | — |
| COHEN ADRIENNE G | PARTNER | — |
| CRAVEN JOHN DOMENIC | PARTNER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C | Private Equity Fund | Delaware | 10 | $4K | $10K |
| WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES C | Private Equity Fund | Delaware | 8 | $2K | $10K |