CoverProfile

Drew Schneller

Senior Vice President and Portfolio Manager

Welch & Forbes LLC

United States, Massachusetts, Boston

About Me

Drew has 36 years of financial services industry experience. Prior to joining Welch & Forbes in 2008, he was Managing Director and Co-Head of Investments at Wilmington Trust, and Director at Bingham Legg Advisers. He also held positions at State Street Bank, Bank of Boston and Moseley Securities. Drew is the Chairman of the Investment Committee. Drew received his Bachelor’s degree from Franklin & Marshall College and an MBA from The Johnson School at Cornell University. He is a CFA charterholder. Drew is assisted by Amy Qiu, who joined the firm in 2019, and by Rita DeCrescenzo, who joined the firm in 2022.

Profile Information

Senior Vice President and Portfolio Manager

Welch & Forbes LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Sep 16, 2024

Work Experience

Welch & Forbes LLC

Senior Vice President and Portfolio Manager
Jul 2008 - Present
Email: dschneller@welchforbes.com

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