Charlie Curtis

Portfolio Manager-Equities at Welch & Forbes LLC

Finance

Consumer Services

Profile

Mr. Charles P.
Curtis is a Portfolio Manager at Welch & Forbes LLC.
He has worked in the investment industry for over 34 years.
Prior to joining Welch & Forbes in 2006, Mr. Curtis was Senior Vice President, Portfolio Manager and assumed the role of Chief Operating Officer of Private Client Wealth Management Boston unit of Brown Brothers Harriman & Co. He received a Bachelor’s degree from Washington College.

Charlie Curtis 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	01/01/2006

All active positions of Charlie Curtis

Former positions of Charlie Curtis

Companies	Position	End
Brown Brothers Harriman & Co. (Investment Management) Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.	Chief Operating Officer	31/12/2005

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Training of Charlie Curtis

Washington College

Undergraduate Degree

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Linked companies

Private companies	2
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
Brown Brothers Harriman & Co. (Investment Management) Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.	Finance