Matthew Johnson
Portfolio Manager @Welch & Forbes Llc
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2025 — Present
Portfolio Manager @Welch & Forbes Llc
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Boston, MA, US
EDUCATION
2006 — 2008
Campbell University
Master of Business Administration (M.B.A.), Finance; Marketing
2003 — 2008
Campbell University
Bachelor of Business Administration (B.B.A.), Wealth and Investment Management; Minor in Financial Planning
SKILLS
Income TaxCreditInsuranceTrust ManagementPortfolio ManagementEstate PlanningNew Business DevelopmentAsset ManagementInvestment ManagementWealth Management ServicesInvestment StrategiesSeparately Managed AccountsRetirement PlanningAsset AllocationMutual FundsEtfsFiduciary ServicesCertified Financial PlannerWealth ManagementInvestment AdvisoryTrust ServicesInvestmentsHigh Net Worth Individuals
ABOUT MATTHEW JOHNSON
I work closely with clients to understand and assess trade-offs of various complex asset…
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