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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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