Ted Ober

Portfolio Manager-Equities at

Welch & Forbes LLC

Finance

Consumer Services

Profile

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.

Ted Ober active positions

Companies	Position	Start
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-Equities	01/01/2002

All active positions of Ted Ober

Former positions of Ted Ober

Companies	Position	End
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	-

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Linked companies

Private companies	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

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