Ben Williams
Gestionnaire de Portefeuille-Actions chez Welch & Forbes LLC
Profil
Mr. Benjamin J.
Williams is a Portfolio Manager at Welch & Forbes LLC.
He has over 37-year career in the investment industry.
Prior to joining Welch & Forbes in 1999, Mr. Williams was previously a Partner and Portfolio Manager of Moody, Lynn & Co. and Senior Portfolio Manager and Director of Research of John Hancock Mutual Funds.
He is a member of the Executive Committee and serves as Chairman of the Fiduciary Compliance Committee.
He received his undergraduate from Bowdoin College and an MBA degree from F.W.
Olin Graduate School of Business at Babson College.
Postes actifs de Ben Williams
| Sociétés | Poste | Début |
|---|---|---|
Welch & Forbes LLC
 Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Gestionnaire de Portefeuille-Actions | 01/01/1999 |
Anciens postes connus de Ben Williams
| Sociétés | Poste | Fin |
|---|---|---|
John Hancock Advisers, Inc.
 John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Corporate Officer/Principal | - |
Community Blood Centers of South Florida, Inc.
 Community Blood Centers of South Florida, Inc. Medical/Nursing ServicesHealth Services Community Blood Centers of South Florida, Inc. operates as a blood collection agency. The company was founded in 1975 and is headquartered in Lauderhill, FL. | Directeur/Membre du Conseil | - |
Moody, Lynn, Lieberson & Walker LLC
 Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Gestionnaire de Portefeuille-Actions | - |
Formation de Ben Williams
| Bowdoin College | Undergraduate Degree |
| F.W. Olin Graduate School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Finance |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Finance |
Moody, Lynn, Lieberson & Walker LLC
Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Finance |
Community Blood Centers of South Florida, Inc.
Community Blood Centers of South Florida, Inc. Medical/Nursing ServicesHealth Services Community Blood Centers of South Florida, Inc. operates as a blood collection agency. The company was founded in 1975 and is headquartered in Lauderhill, FL. | Health Services |
