Justin Wolstenholme
Portfolio Manager @Welch & Forbes Llc
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2020 — Present
Portfolio Manager @Welch & Forbes Llc
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EDUCATION
2008 — 2009
Campbell University
Master of Business Administration, Finance
2004 — 2009
Campbell University
Bachelor of Business Administration, Trust and Wealth Investment Management, Financial Planning
SKILLS
Investment StrategiesCredit AnalysisTrust ManagementFinancial AnalysisStrategic Financial PlanningInvestment ManagementWealth Management ServicesWealth ManagementMutual FundsSeries 7Fixed Income AnalysisInterest Rate Risk ManagementAsset AllocationQuantitative FinanceEquity DerivativesRetirement PlanningEquity ResearchPortfolio Management
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