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Dan Gorman Email & Phone Number

Portfolio Manager at Welch & Forbes LLC at Welch & Forbes LLC

Location: Southborough, Massachusetts, United States 6 work roles 3 schools

1 work email found @welchforbes.com LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

Welch & Forbes LLC

Role

Portfolio Manager at Welch & Forbes LLC

Location

Southborough, Massachusetts, United States

Company size

61 employees

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.

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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

Company context helps verify the profile and gives searchers a useful next step.

Welch & Forbes Llc

Portfolio Manager at Welch & Forbes LLC

boston, massachusetts, united states

Website

welchforbes.com

Employees

61

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Company profile

View company profile Email format

6 roles

Dan Gorman work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current

Welch & Forbes Llc

Boston Ma

Sep 2018 - Present

Managing Director, Research And Portfolio Management

Thomas Partners Inc

Wellesley Ma

Sep 2012 - Aug 2018

Portfolio Manager, High Net Worth Group

Us Trust, Bank Of America

Boston, Massachusetts

Bank of America Investments 08-09.US Trust, Bank of America 09-12.

Jan 2008 - Sep 2012

Advisor

Northwestern Mutual

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)

Ken'S Foods

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 →

PM

Patty Morrison Colleague at Welch & Forbes LlcBoston, Massachusetts, United States View → HM

Heather Mehra Colleague at Welch & Forbes LlcUnited States View → CM

Carmela Malgeri Colleague at Welch & Forbes LlcBoston, Massachusetts, United States View → JH

John H Emmons, Jr Colleague at Welch & Forbes LlcBoston, Massachusetts, United States View → VK

Vasili Koutroubis Colleague at Welch & Forbes LlcGreater Boston, United States View → DH

Dylan Holbrook Colleague at Welch & Forbes LlcGreater Boston, United States View → SC

Steve Cabral Colleague at Welch & Forbes LlcPeabody, Massachusetts, United States View → LB

Leah Brown Colleague at Welch & Forbes LlcGreater Boston, United States View → KE

King Elizabeth Colleague at Welch & Forbes LlcEssex County, Massachusetts, United States View → LJ

Leach, Jo Anne M. Leach Colleague at Welch & Forbes LlcMethuen, Massachusetts, United States View →

3 education records

Dan Gorman education

Master Of Science In Finance, Investments And Securities

Northeastern University - Graduate School Of Business Administration

Nov 09 to March 11

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 Patty Morrison, Heather Mehra, Carmela Malgeri, John H Emmons, Jr, and Vasili Koutroubis.

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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