Dan Gorman

Portfolio Manager-Equities at Welch & Forbes LLC

Finance

Consumer Services

Profile

Mr. Daniel R.
Gorman is a Portfolio Manager at Welch & Forbes LLC.
He has over 18 years of experience in the investment industry.
Prior to joining Welch & Forbes in 2018, Mr. Gorman was a Director and Portfolio Manager for Thomas Partners Inc. Previously, he was a Portfolio Manager in the High Net Worth division of U.S.
Trust.
He received a Bachelor’s Degree in Business, along with a Master of Science Degree in Finance from Northeastern University.

Dan Gorman active positions

Companies	Position	Start
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, and corporations and other business entities.	Portfolio Manager-Equities	19/09/2018

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Training of Dan Gorman

Northeastern University

Undergraduate Degree

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Linked companies

Private companies	1
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, and corporations and other business entities.	Finance