Dan Gorman

Dan Gorman Email and Phone Number

Portfolio Manager at Welch & Forbes LLC @ Welch & Forbes LLC
boston, massachusetts, united states
Dan Gorman's Location
Southborough, Massachusetts, United States, United States
Dan Gorman's Contact Details

Dan Gorman personal email

About Dan Gorman

Specialize in portfolio construction and analytics, equity research, personal cash flow management, and estate planning services. DGorman@WelchForbes.com617-523-1635

Dan Gorman's Current Company Details
Welch & Forbes LLC

Welch & Forbes Llc

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Portfolio Manager at Welch & Forbes LLC
boston, massachusetts, united states
Website:
welchforbes.com
Employees:
61
Dan Gorman Work Experience Details
  • Welch & Forbes Llc
    Portfolio Manager
    Welch & Forbes Llc Sep 2018 - Present
    Boston Ma
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  • Thomas Partners Inc
    Managing Director, Research And Portfolio Management
    Thomas Partners Inc Sep 2012 - Aug 2018
    Wellesley Ma
  • Us Trust, Bank Of America
    Portfolio Manager, High Net Worth Group
    Us Trust, Bank Of America Jan 2008 - Sep 2012
    Boston, Massachusetts
    Bank of America Investments 08-09.US Trust, Bank of America 09-12.
  • Northwestern Mutual
    Advisor
    Northwestern Mutual Jun 2006 - Jan 2008
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  • Highmount Capital
    Research Analyst (Full Time Co-Op)
    Highmount Capital Jan 2005 - May 2006
    Research and analyze investment managers for a hedge fund of funds, as well as the large cap, and SMID cap fund of funds. Due Diligence, manager research, meeting managers for qualitative screens, perform quantitative screening, recommend removing or hiring managers with facts based presentations, analyze risk, return, trade off metrics on the portfolio's.
  • Ken'S Foods
    Junior Financial Analyst (Two Co-Op Periods)
    Ken'S Foods Feb 2003 - Jun 2005
    Financial statement analysis, provided financial data to management team, corporate financial analysis, accounting work preparing for company audits, and one off, ad hoc projects.
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Dan Gorman Skills

Portfolio Management Investments Finance Hedge Funds Asset Allocation Due Diligence Financial Analysis Asset Management Mutual Funds

Dan Gorman Education Details

  • Northeastern University - Graduate School Of Business Administration
    Northeastern University - Graduate School Of Business Administration
    Investments And Securities
  • Northeastern University
    Northeastern University
    Business Administration; Finance
  • St John'S
    St John'S
    Shrewsbury

Frequently Asked Questions about Dan Gorman

What company does Dan Gorman work for?

Dan Gorman works for Welch & Forbes Llc

What is Dan Gorman's role at the current company?

Dan Gorman's current role is Portfolio Manager at Welch & Forbes LLC.

What is Dan Gorman's email address?

Dan Gorman's email address is dg****@****ail.com

What schools did Dan Gorman attend?

Dan Gorman attended Northeastern University - Graduate School Of Business Administration, Northeastern University, St John's.

What skills is Dan Gorman known for?

Dan Gorman has skills like Portfolio Management, Investments, Finance, Hedge Funds, Asset Allocation, Due Diligence, Financial Analysis, Asset Management, Mutual Funds.

Who are Dan Gorman's colleagues?

Dan Gorman's colleagues are Peter Brown, Vasili Koutroubis, Carmela Malgeri, Craig Ritchie, Jessica Briggs, Inger Thurson, Lynn Brennan.

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