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- Custodian
- Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-2001
- Office Locations
- 1
Office Locations
About Welch & Forbes LLC
Boston-based Welch & Forbes provides investment portfolio management alongside trust & fiduciary, tax, estate planning/settlement, financial planning, and philanthropy services for retail and institutional clients, including business owners and entrepreneurs. Public profile data indicates portfolios are heavily ETF-oriented with an asset-allocation focus, and the firm publishes regular investment review and economic outlook commentary.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD R JUNDI
Chief Compliance Officer, SENIOR VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
THEODORE EDWARD OBER
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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BRYAN JOHN CIBOROWSKI
Director of Client Development
- CRD
- #5563725
NAOMI THERESA D'ALESSANDRO
Portfolio Manager
- CRD
- #4393565
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,660,612,610 | $2,618,052 |
| Non-Discretionary | $242,852,142 | $5,519,367 |
| Total | $9,903,464,752 | $2,652,240 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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