Profile
Prior to joining Welch & Forbes in 2000, Mr. Russell was Senior Vice President and Treasurer, MFS Investment Management.
He is the Chairman of the Executive Committee, and sits on the Valuation Committee and the Brokerage Committee.
Mr. Russell is a graduate of Boston University, Mr. Russell received his MBA from F.W.
Olin Graduate School of Business at Babson College.
Mr. Russell is a CPA and member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.
Former positions of Jim E. Russell
| Companies | Position | End |
|---|---|---|
Welch & Forbes LLC
 Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Chief Operating Officer | 2010-12-31 |
Training of Jim E. Russell
| Boston University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Finance |
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