Theodore Ober is a control person of Welch & Forbes and directly owns under 5% of it. Theodore Ober holds a Bachelor's degree from Boston University.
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.
Theodore E. Ober is Portfolio Manager of Welch & Forbes. Ober has 41 years of investment industry experience and joined the firm in 2002. Formerly, Ober was Senior Funds Manager at Fleet Investment Advisors / Bank of Boston, responsible for the Galaxy Growth, Equity Growth, Diversified Equity and Global Capital Appreciation Funds. Ober is Chairman of the Brokerage Committee and a member of the Valuation Committee and the Executive Committee.
- CRD
- 6629892
- Firm
- Welch & Forbes · CRD 115119
- Role
- Executive Vice President
- In role since
- February 2016 · 10 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 Theodore Ober work?
Theodore Ober has been Executive Vice President of Welch & Forbes LLC since February 2016, and is a control person of the firm.
How can I verify Theodore Ober’s record?
Theodore Ober’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.
