

Naomi Dalessandro
Portfolio Manager
Welch & Forbes LLC
United States, Massachusetts, Boston
About Me
Naomi has 25 years of investment industry experience.
Prior to joining Welch & Forbes in 2014, she was Vice President and Portfolio Manager at Woodstock Corporation. Naomi started her investment career at Boston Safe Deposit & Trust Co. She was also a Financial Advisor at Edward Jones Investments. Naomi received a Bachelor’s degree in Economics from the University of Massachusetts at Amherst. She is a CFA charterholder. Naomi is assisted by Amy Stanton, who has been with the firm for 17 years.
Profile Information
Portfolio Manager
Welch & Forbes LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
May 16, 2024
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