Ben Garfield

Portfolio Manager-Equities at

Welch & Forbes LLC

Finance

Consumer Services

Profile

Mr. Benjamin L.
Garfield, CFA MBA, is a Portfolio Manager at Welch & Forbes LLC.
He has over 34 years of investment industry experience.
Prior to joining the firm in 2020, Mr. Garfield was a Managing Director at Charles Schwab Investment Advisory, Inc. (CSIA).
He served as a Client Portfolio Manager for the ThomasPartners Strategies and as a member of the ThomasPartners Portfolio Management Team.
He joined ThomasPartners in 2007 prior to the merger of that firm with CSIA in 2018.
Prior to ThomasPartners, he was a Portfolio Manager at State Street Global Advisors, from 1998 to 2003, when his division was acquired by U.S.
Trust (UST).
From 2003 until 2007, he was a VP and member of a team responsible for the oversight and management of the UST New England division fixed income assets.
He earned a Bachelor's degree from Saint Lawrence University and an MBA from the F.W.
Olin Graduate School of Business at Babson College.
He is a CFA charterholder.

Ben Garfield active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	30/04/2020

All active positions of Ben Garfield

Former positions of Ben Garfield

Companies	Position	End
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Corporate Officer/Principal	30/12/2006
State Street Global Advisors State Street Global Advisors Investment ManagersFinance State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments.	Corporate Officer/Principal	30/12/2003

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Linked companies

Private companies	5
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
St. Lawrence University St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Finance
F.W. Olin Graduate School of Business F.W. Olin Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
State Street Global Advisors State Street Global Advisors Investment ManagersFinance State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments.	Finance