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Peter Brown
Peter Brown
Senior Vice President and Portfolio Manager | Welch & Forbes LLC
Boston, Massachusetts, United States
Peter Brown
Summary
Peter Brown is a seasoned financial professional with over two decades of experience in portfolio management and wealth management. Currently serving as Senior Vice President and Portfolio Manager at Welch & Forbes LLC, he specializes in alternative investments and asset allocation strategies tailored for high net worth individuals. His educational background in Economics from Cornell University laid a strong foundation for his expertise in financial analysis and strategic planning. Peter is known for building long-term relationships with clients, ensuring their financial goals are met with a personalized approach. He has a rich history of working with diverse clientele, ranging from startup founders to multi-generational families. Outside of his professional pursuits, Peter is passionate about mentoring emerging finance professionals and exploring innovative investment strategies.
Peter Brown
Work Experience
Senior Vice President and Portfolio Manager at
Welch & Forbes LLC
May 1998 - Present
Portfolio Manager, Private Wealth Management at
New Colony Homes Inc
December 1991 - April 1998
Peter Brown
Education
January 1978 - January 1982
Frequently Asked Questions about Peter Brown
What is Peter Brown email address?
Peter Brown's primary email address is ***********@bnymellon.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Peter Brown work for?
Peter Brown is a Senior Vice President and Portfolio Manager at Welch & Forbes LLC, a company specializing in Other Financial Investment Activities.
Where Peter Brown graduated from?
Peter Brown holds a degree in Economics from Cornell University.
How can I directly contact Peter Brown?
To contact Peter Brown directly, you can use the email address ***********@bnymellon.com. Complete contact information is available upon registration with Muraena.
Who is Peter Brown?
Peter Brown is a seasoned financial professional with over two decades of experience in portfolio management and wealth management. Currently serving as Senior Vice President and Portfolio Manager at Welch & Forbes LLC, he specializes in alternative investments and asset allocation strategies tailored for high net worth individuals. His educational background in Economics from Cornell University laid a strong foundation for his expertise in financial analysis and strategic planning. Peter is known for building long-term relationships with clients, ensuring their financial goals are met with a personalized approach. He has a rich history of working with diverse clientele, ranging from startup founders to multi-generational families. Outside of his professional pursuits, Peter is passionate about mentoring emerging finance professionals and exploring innovative investment strategies.
Peter`s contact details
***********@bnymellon.com
******@welchforbes.com
Colleagues
Senior Vice President
Senior Vice President/Principal
Chief Financial Officer
Vice President, Human Resources & Administration
Senior Vice President
Trust Accounting Operations Manager & Vice President
Senior Vice President and Portfolio Manager
Vice President and Director of Client Development
Senior Vice President, Chief Compliance Officer
Executive Vice President