Kurt Walter is a control person of Welch & Forbes and directly owns under 5% of it. Kurt Walter studied at Boston 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.
Kurt H. Walter is Chief Financial Officer of Welch & Forbes, with 41 years of investment industry experience. Prior to joining the firm in 1986, Walter was an audit supervisor at Coopers & Lybrand, LLP. Walter is also a member of the Executive Committee and serves on the Valuation Committee.
- CRD
- 4443023
- Firm
- Welch & Forbes · CRD 115119
- Role
- Executive Vice President & Treasurer
- In role since
- May 2013 · 13 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 Kurt Walter work?
Kurt Walter has been Executive Vice President & Treasurer of Welch & Forbes LLC since May 2013, and is a control person of the firm.
How can I verify Kurt Walter’s record?
Kurt Walter’s 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.
