J.M. Forbes & Co. Llp

David Warner is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding 20 years of industry experience. He has been with J.M. Forbes & Co. since 1989. Warner serves as a director on the board of Cambridge Trust Company, participating in compensation, trust, audit, and investment committees. J.M. Forbes & Co. LLP provides investment advice and portfolio management primarily on a discretionary basis to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations. The firm emphasizes a Growth-at-a-Reasonable-Price investment approach with a core equity portfolio supplemented by diversified fixed income and selective mutual fund and ETF use, alongside trust and estate administration and other financial services.

Thomas Brosnan is a CFA® charterholder with 21 years of industry experience. He has been with J.M. Forbes & Co. LLP since 1991. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm’s investment approach centers on a core equity sleeve with a Growth-at-a-Reasonable-Price orientation, combined with diversified fixed income and selective use of mutual funds and ETFs, emphasizing a long time horizon and relatively low portfolio turnover.

Malcolm Davidson is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, with 20 years of industry experience. He has been with J.M. Forbes & Co. since 1987. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm combines a core equity portfolio with diversified fixed-income allocations and selective use of mutual funds and ETFs, emphasizing a long-term Growth-at-a-Reasonable-Price approach.

Benjamin Waddicor is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, holding a Series 65 designation with nine years of industry experience. He has been with J.M. Forbes & Co. LLP since 2006. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm integrates investment management with trustee services and financial planning, employing a Growth-at-a-Reasonable-Price (GARP) investment approach focused on long-term horizons and low portfolio turnover.

Elizabeth Colt is a Series 65-licensed financial advisor at J.M. Forbes & Co. LLP with six years of industry experience. She has been with J.M. Forbes since 2020 and is also the managing member of Woods Hole Inn LLC, a hospitality group on Cape Cod. J.M. Forbes & Co. LLP provides investment advice and portfolio management primarily on a discretionary basis to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations. The firm emphasizes a Growth-at-a-Reasonable-Price (GARP) investment approach with a long time horizon, combining core equity holdings with diversified fixed-income allocations and selective use of mutual funds and ETFs.

Jeffrey Bernier is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2015. J.M. Forbes & Co. LLP serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, typically providing discretionary portfolio management. The firm manages approximately $1.67 billion across about 1,041 client accounts with a six-advisor team, employing a GARP-style stock selection process combined with diversified fixed-income allocations and extensive trustee, estate, and tax-related services.

Paul Elias is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, with 20 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2006 and holds a Series 65 designation. Outside of his advisory role, he serves as treasurer and part-owner of a company that develops training materials for the pharmaceutical industry and acts as trustee for a small commercial realty trust. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm combines a core equity portfolio with diversified fixed income and selective mutual funds and ETFs, emphasizing a long-term Growth-at-a-Reasonable-Price approach supported by third-party research and low portfolio turnover.

Bracken Hendricks is a financial advisor at J.M. Forbes & Co. LLP with three years of industry experience. He holds a Series 65 designation and has been with J.M. Forbes since 2022. Outside of his advisory role, Mr. Hendricks is the co-founder, president, and CEO of Urban Energy Advisors, LLC and Ingenuity Power, LLC (d/b/a Urban Ingenuity), organizations involved in financing and developing clean energy projects and advising on public finance programs related to energy efficiency. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, with a focus on discretionary account management. The firm employs a Growth-at-a-Reasonable-Price (GARP) investment approach centered on a core equity sleeve combined with diversified fixed income and selective use of mutual funds and ETFs.