Portfolio Manager
Current
Sep 2018 - Present
AeroLeads people directory · profile
Dan Gorman Email & Phone Number
Portfolio Manager at Welch & Forbes LLC
at
Welch & Forbes LLC
1 work email found
@welchforbes.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager at Welch & Forbes LLC
Location
Southborough, Massachusetts, United States
Company size
Who is Dan Gorman? Overview
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Quick answer
Dan Gorman is listed as Portfolio Manager at Welch & Forbes LLC at Welch & Forbes LLC, a with 61 employees, based in Southborough, Massachusetts, United States. AeroLeads shows a work email signal at welchforbes.com and a matched LinkedIn profile for Dan Gorman.
Dan Gorman previously worked as Portfolio Manager at Welch & Forbes Llc and Managing Director, Research and Portfolio Management at Thomas Partners Inc. Dan Gorman holds Master Of Science In Finance, Investments And Securities from Northeastern University - Graduate School Of Business Administration.
Company email context
Email format at Welch & Forbes LLC
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{first_initial}{last}@welchforbes.com
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AeroLeads found 1 current-domain work email signal for Dan Gorman. Compare company email patterns before reaching out.
Profile bio
About Dan Gorman
Specialize in portfolio construction and analytics, equity research, personal cash flow management, and estate planning services. DGorman@WelchForbes.com617-523-1635
Listed skills include Portfolio Management, Investments, Finance, Hedge Funds, and 5 others.
Current workplace
Dan Gorman's current company
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Welch & Forbes Llc
6 roles
Dan Gorman work experience
A career timeline built from the work history available for this profile.
Managing Director, Research And Portfolio Management
Thomas Partners Inc
Sep 2012 - Aug 2018
Portfolio Manager, High Net Worth Group
Us Trust, Bank Of America
Bank of America Investments 08-09.US Trust, Bank of America 09-12.
Jan 2008 - Sep 2012
Advisor
Jun 2006 - Jan 2008
Research Analyst (Full Time Co-Op)
Highmount Capital
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.
Jan 2005 - May 2006
Junior Financial Analyst (Two Co-Op Periods)
Financial statement analysis, provided financial data to management team, corporate financial analysis, accounting work preparing for company audits, and one off, ad hoc projects.
Feb 2003 - Jun 2005
Team & coworkers
Colleagues at Welch & Forbes LLC
Other employees you can reach at welchforbes.com. View company contacts for 61 employees →
LJ
Leach, Jo Anne M. Leach
Colleague at Welch & Forbes LlcMethuen, Massachusetts, United States
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IT
Inger Thurson
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
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BD
Brenda Davidson
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
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JC
John Craven
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
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CH
Charlie Haydock
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
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AS
Adrienne Silbermann
Colleague at Welch & Forbes LlcWinchester, Massachusetts, United States
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PM
Patty Morrison
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
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DH
Dylan Holbrook
Colleague at Welch & Forbes LlcGreater Boston, United States
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VK
Vasili Koutroubis
Colleague at Welch & Forbes LlcGreater Boston, United States
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PB
Peter Brown
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
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Leach, Jo Anne M. Leach
Colleague at Welch & Forbes LlcMethuen, Massachusetts, United States
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IT
Inger Thurson
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
View →
BD
Brenda Davidson
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
View →
JC
John Craven
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
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CH
Charlie Haydock
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
View →
AS
Adrienne Silbermann
Colleague at Welch & Forbes LlcWinchester, Massachusetts, United States
View →
PM
Patty Morrison
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
View →
DH
Dylan Holbrook
Colleague at Welch & Forbes LlcGreater Boston, United States
View →
VK
Vasili Koutroubis
Colleague at Welch & Forbes LlcGreater Boston, United States
View →
PB
Peter Brown
Colleague at Welch & Forbes LlcBoston, Massachusetts, United States
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3 education records
Dan Gorman education
Master Of Science In Finance, Investments And Securities
Northeastern University - Graduate School Of Business Administration
Bachelor Of Science Degree, Business Administration; Finance
Northeastern University
High School, Shrewsbury
St John'S
FAQ
Frequently asked questions about Dan Gorman
Quick answers generated from the profile data available on this page.
What company does Dan Gorman work for?
Dan Gorman works for Welch & Forbes LLC.
What is Dan Gorman's role at Welch & Forbes LLC?
Dan Gorman is listed as Portfolio Manager at Welch & Forbes LLC at Welch & Forbes LLC.
What is Dan Gorman's email address?
AeroLeads has found 1 work email signal at @welchforbes.com for Dan Gorman at Welch & Forbes LLC.
Where is Dan Gorman based?
Dan Gorman is based in Southborough, Massachusetts, United States while working with Welch & Forbes LLC.
What companies has Dan Gorman worked for?
Dan Gorman has worked for Welch & Forbes Llc, Thomas Partners Inc, Us Trust, Bank Of America, Northwestern Mutual, and Highmount Capital.
Who are Dan Gorman's colleagues at Welch & Forbes LLC?
Dan Gorman's colleagues at Welch & Forbes LLC include Leach, Jo Anne M. Leach, Inger Thurson, Brenda Davidson, John Craven, and Charlie Haydock.
How can I contact Dan Gorman?
You can use AeroLeads to view verified contact signals for Dan Gorman at Welch & Forbes LLC, including work email, phone, and LinkedIn data when available.
What schools did Dan Gorman attend?
Dan Gorman holds Master Of Science In Finance, Investments And Securities from Northeastern University - Graduate School Of Business Administration.
What skills is Dan Gorman known for?
Dan Gorman is listed with skills including Portfolio Management, Investments, Finance, Hedge Funds, Asset Allocation, Due Diligence, Financial Analysis, and Asset Management.
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