![Ted Ober](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Theodore E.
Ober is a Portfolio Manager at Welch & Forbes LLC.
He has over 40 years of investment industry experience.
Prior to joining the firm in 2002, Mr. Ober was formerly a Senior Funds Manager at Fleet Investment Advisors / Bank of Boston responsible for managing various funds.
He is Chairman of the Brokerage Committee, a member of the Valuation Committee, and a member of the Executive Committee.
He received a Bachelor’s degree from Boston University.
Aktive Positionen von Ted Ober
| Unternehmen | Position | Beginn |
|---|---|---|
Welch & Forbes LLC
 Welch & Forbes LLC Investment ManagersFinance Welch & Forbes develops a customized portfolio based on an investment approach that fits each client’s goals and unique situation. They utilize a bottom-up fundamental analysis as the primary driver for security selection. The firm also uses top-down economic analysis as a secondary factor in selecting securities. In customizing the equity portion of portfolios, they typically invest in shares of high quality, growing companies purchased at reasonable valuations. Their fixed income strategy aims to create stability, generate income, and manage liquidity and risk. | Portfolio Manager-Aktien | 01.01.2002 |
Ehemalige bekannte Positionen von Ted Ober
| Unternehmen | Position | Ende |
|---|---|---|
Fleet Investment Advisors
 Fleet Investment Advisors Major BanksFinance Commercial banking | Corporate Officer/Principal | - |
Bank of Boston Corp.
 Bank of Boston Corp. Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | - |
Ausbildung von Ted Ober
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
20
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes develops a customized portfolio based on an investment approach that fits each client’s goals and unique situation. They utilize a bottom-up fundamental analysis as the primary driver for security selection. The firm also uses top-down economic analysis as a secondary factor in selecting securities. In customizing the equity portion of portfolios, they typically invest in shares of high quality, growing companies purchased at reasonable valuations. Their fixed income strategy aims to create stability, generate income, and manage liquidity and risk. | Finance |
Fleet Investment Advisors
Fleet Investment Advisors Major BanksFinance Commercial banking | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of Boston Corp.
Bank of Boston Corp. Financial ConglomeratesFinance Bank holding company | Finance |
