Dan Gorman Email & Phone Number
Portfolio Manager @ Welch & Forbes LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Gorman Location
- Southborough, MA, US
Dan Gorman Work
- 2018 -now Portfolio Manager @
- 2012 -2018 Managing Director, Research and Portfolio Management @ Thomas Partners Inc
- 2008 -2012 Portfolio Manager, High Net Worth Group @ US Trust, Bank of America
- 2006 -2008 Advisor @
- 2005 -2006 Research Analyst (Full Time Co-op) @ Highmount Capital
- 2003 -2005 Junior Financial Analyst (Two Co-op Periods) @
Dan Gorman Education
- Northeastern University - Graduate School of Business Administration
Master of Science in Finance (Investments and Securities)
2009-2011 - Northeastern University
Bachelor of Science degree (Business Administration; Finance)
2001-2006 - St John's
High School (Shrewsbury)
1997-2001
Dan Gorman Skills
- Portfolio Management
- Investments
- Finance
- Hedge Funds
- Asset Allocation
- Due Diligence
- Financial Analysis
- Asset Management
- Mutual Funds
- Paychex
- Investment Management
- Sales Manager
Dan Gorman Summary
- Dan Gorman, based in Southborough, MA, US, is currently a Portfolio Manager at Welch & Forbes LLC. Dan Gorman brings experience from previous roles at Thomas Partners Inc, US Trust, Bank of America, Northwestern Mutual and Highmount Capital. Dan Gorman holds a 2009 - 2011 Master of Science in Finance in Investments and Securities @ Northeastern University - Graduate School of Business Administration. With a robust skill set that includes Portfolio Management, Investments, Finance, Hedge Funds, Asset Allocation and more. Dan Gorman has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Dan Gorman?
Find contact details for 700 million professionals.
Others Named Dan Gorman
Dan Gorman
Senior Vice President
Birmingham, AL, US
Dan Gorman
Portfolio Manager
Southborough, MA, US
Dan Gorman
Revenue Operations Manager
Rochester, NY, US
Dan Gorman
Staff Modeling Systems Engineer
United States
Dan Gorman
Solutions Account Manager
Norman, OK, US
Dan Gorman
Hardware Cost and Inventory Manager
New York, NY, US
Dan Gorman
Senior DevOps Manager
Evergreen, CO, US
Dan Gorman
Partner - Risk Management
Costa Mesa, CA, US
Top Welch & Forbes LLC Employees
Justin Wolstenholme
Portfolio Manager
Boston, MA, US
Kurt Walter
Chief Financial Officer
Boston, MA, US
Charlie Haydock
Executive Vice President
Boston, MA, US
Drew Schneller
Senior Vice President and Portfolio Manager
Boston, MA, US
Dan Gorman
Portfolio Manager
Southborough, MA, US
Kelley Ellis
Portfolio Manager
Boston, MA, US
Oliver Spalding
Senior Vice President and Principal
Boston, MA, US
Lori Haller
VP and Manager Estate Settlement
Boston, MA, US
Todd Jundi
Senior Vice President, Chief Compliance Officer
Boston, MA, US
Jay Emmons
President
Dedham, MA, US
Dylan Holbrook
Marketing Manager
Boston, MA, US
Lynn Brennan
Managing Partner
Massachusetts, United States
Matthew Johnson
Portfolio Manager
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co