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Peter Brown

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Peter Brown

Senior Vice President and Portfolio Manager | Welch & Forbes LLC

Boston, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Peter Brown

Work Experience

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Senior Vice President and Portfolio Manager at

Welch & Forbes LLC

May 1998 - Present

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Portfolio Manager, Private Wealth Management at

New Colony Homes Inc

December 1991 - April 1998

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Peter Brown

Education

Cornell University, Ab

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

mail

***********@bnymellon.com

******@welchforbes.com

Colleagues

Oliver Spalding

Senior Vice President

Oliver Spalding

Senior Vice President/Principal

Kurt Walter

Chief Financial Officer

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Leah Brown

Vice President, Human Resources & Administration

Seth Gelsthorpe

Senior Vice President

Denise Barron

Trust Accounting Operations Manager & Vice President

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Drew Schneller Cfa

Senior Vice President and Portfolio Manager

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Edward Sullivan

Vice President and Director of Client Development

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Todd Jundi

Senior Vice President, Chief Compliance Officer

Charlie Haydock

Executive Vice President

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