Welch & Forbes LLC

Justin Wolstenholme is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Welch & Forbes LLC since 2020 and previously spent five years at Boston Private Wealth LLC. Welch & Forbes LLC provides discretionary and non-discretionary investment management primarily to individuals and trusts, as well as pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers customized portfolio management focused on bottom-up fundamental research and combines multi-cap equity strategies with investment-grade fixed income, incorporating tax sensitivity and ESG factors where applicable.

Naomi D'alessandro is a CFA® charterholder and holds Series 63 and Series 66 licenses. She has been with Welch & Forbes LLC in Boston, MA since 2014, accumulating four years of industry experience. Welch & Forbes LLC provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, as well as pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm uses a team-driven investment process focused on bottom-up fundamental security selection and offers a range of services including personal trust and fiduciary services, estate administration, and tax preparation.

Kelley Ellis is a financial advisor at Welch & Forbes LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PRIO WEALTH LP and Sandy Cove Advisors, LLC. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, also serving pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a team-driven, customized investment process focused on bottom-up fundamental security selection and offers a range of equity and fixed income strategies alongside personal trust, fiduciary, and tax-related services.

Matthew Johnson is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Welch & Forbes LLC since 2025. Prior to joining Welch & Forbes, he worked for nine years at BlackRock Investments, LLC. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, and also serves pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a team-driven investment process focused on bottom-up fundamental security selection and offers a range of services including personal trust and fiduciary services, estate administration, and tax preparation.

Bryan Ciborowski is a financial advisor at Welch & Forbes LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group and State Street Global Advisors. Outside of his advisory role, he mentors second-year students at Harvard Business School in an entrepreneurial sales class. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, along with pension plans, estates, charitable organizations, and corporations. The firm employs a team-driven investment process focused on fundamental security selection and offers a range of services including personal trust, fiduciary, and estate administration.