Profil
Mr. Peter P.
Brown is a Portfolio Manager at Welch & Forbes LLC.
He has over 36 years of investment industry experience.
Prior to joining the firm in 1998, Mr. Brown was Assistant Vice President at Mellon Private Wealth Management and Boston Safe Deposit and Trust Co. Previously, he was Corporate Auditor, American Express Company and BankBoston Corporation.
He received a Bachelor’s degree in Economics from Cornell University.
Anciens postes connus de Peter P. Brown
| Sociétés | Poste | Fin |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Corporate Officer/Principal | - |
Mellon Trust of New England, NA
Mellon Trust of New England, NA Major BanksFinance Operates as a commercial bank | Corporate Officer/Principal | - |
BankBoston Corp.
BankBoston Corp. Major BanksFinance Operates as bank holding company whose subsidiary provides banking services | Comptroller/Controller/Auditor | - |
| AMERICAN EXPRESS COMPANY | Comptroller/Controller/Auditor | - |
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Peter P. Brown
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
American Express Co.
American Express Co. Finance/Rental/LeasingFinance Provides credit and charge cards, payments and online platforms solutions | Finance |
BankBoston Corp.
BankBoston Corp. Major BanksFinance Operates as bank holding company whose subsidiary provides banking services | Finance |
Mellon Trust of New England, NA
Mellon Trust of New England, NA Major BanksFinance Operates as a commercial bank | Finance |
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 |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















