Welch & Forbes LLC

Welch & Forbes LLC is a Limited Liability Company registered with the SEC as Approved in the US financial market. Having 55 employees, 13 in advisory roles, they offer their services to an unknown number of clients. The firm has been providing financial services since August 31, 2001.

• ADRIENNE G. SILBERMANN

  EXECUTIVE VICE PRESIDENT owns less than 5%

• AMG WF HOLDINGS LLC

  MANAGER MEMBER owns 75% or more

• BENJAMIN JACKSON WILLIAMS

  EXECUTIVE VICE PRESIDENT owns less than 5%

• KURT HENRY WALTER

  EXECUTIVE VICE PRESIDENT & TREASURER owns less than 5%

• OLIVER AMES SPALDING

  EXECUTIVE VICE PRESIDENT owns less than 5%

• THEODORE EDWARD OBER

  EXECUTIVE VICE PRESIDENT owns less than 5%

• TODD R JUNDI

  SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER owns less than 5%

• AFFILIATED MANAGERS GROUP, INC.

  SERIES A MEMBER AND MANAGER owns 75% or more

• AMG WEALTH PARTNERS, LP

  MANAGER AND SOLE MEMBER owns 75% or more

• AMG WP GP HOLDINGS CORP

  GENERAL PARTNER

• AMG WP LP HOLDINGS, LLC

  LIMITED PARTNER owns 75% or more

• RELIANCE TRUST COMPANY
  United States

• Impresa Management LLC
• TA Associates Management LP
• Century Equity Partners LLC
• Monarch Partners Asset Management LLC
• Cabot Properties LP
• The Baupost Group LLC
• Mellon Investments Corporation
• Income Research & Management
• National Financial Services LLC
• Callodine Capital Management LP

• The Battle of Q4 2022 vs. Q1 2023: Welch & Forbes LLC's 13F Holdings Comparison

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