Benjamin Williams is a control person of Welch & Forbes and directly owns under 5% of it. Benjamin Williams holds an MBA from F.W. Olin Graduate School of Business at Babson College. Benjamin Williams studied at Bowdoin College.
Welch & Forbes is an investment adviser based in Boston, MA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, other investment advisers and individual clients. Its regulatory assets under management total $9.9 billion, as filed on 19 May 2026. Its fees, ownership and offices are on the firm’s profile.
Benjamin J. Williams, Jr. is Portfolio Manager of Welch & Forbes. Williams has 41 years of investment industry experience and joined the firm in 1999. Previously, Williams was Partner and Portfolio Manager at Moody, Lynn & Co. and Senior Portfolio Manager and Director of Research at John Hancock Mutual Funds. Williams is a member of the Executive Committee and serves as Chairman of the Fiduciary Compliance Committee.
- CRD
- 1626225
- Firm
- Welch & Forbes · CRD 115119
- Role
- Executive Vice President
- In role since
- January 2005 · 21 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Boston, MA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- welchforbes.com
Where does Benjamin Williams work?
Benjamin Williams has been Executive Vice President of Welch & Forbes LLC since January 2005, and is a control person of the firm.
How can I verify Benjamin Williams’ record?
Benjamin Williams’ role is listed on Welch & Forbes LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 115119.
