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J.M. Forbes & Co. LLP Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

J.M. Forbes & Co. LLP operates as an advisory and fiduciary services firm, offering customized wealth management alongside trustee administration. Founded in 1838 and based in Boston, Massachusetts, the firm serves individuals, trusts and foundations. 
Within the investment management sector, it fulfills clients' needs for tailored asset oversight and fiduciary support. In 2023, CNBC ranked the firm No. 55 on its Financial Advisor 100 list.

Find J.M. Forbes & Co. LLP employees' phone numbers or email addresses

J.M. Forbes & Co. LLP Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

J.M. Forbes & Co. LLP's Leadership

  • Partner at J.M. Forbes & Co. LLP
    B. H.
    Partner
    Mobile Phone
  • Director, Technology Risk at J.M. Forbes & Co. LLP
    L. L.
    Director, Technology Risk
    Mobile Phone
  • Senior Accountant at J.M. Forbes & Co. LLP
    J. M.
    Senior Accountant
    Mobile Phone
  • Accounting at J.M. Forbes & Co. LLP
    B. F.
    Accounting
    Mobile Phone

J.M. Forbes & Co. LLP Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Accounting
  • Community & Social Services
  • Finance
  • Other

Contact profiles from J.M. Forbes & Co. LLP

Name
Title
Contact
Location
Last Update
  • Partner at J.M. Forbes & Co. LLP
    B. H.
    Partner
    Mobile Phone
    Jun 10, 2026
  • Director, Technology Risk at J.M. Forbes & Co. LLP
    L. L.
    Director, Technology Risk
    Mobile Phone
    Oct 23, 2024
  • Senior Accountant at J.M. Forbes & Co. LLP
    J. M.
    Senior Accountant
    Mobile Phone
    Oct 18, 2024
  • Accounting at J.M. Forbes & Co. LLP
    B. F.
    Accounting
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is J.M. Forbes & Co. LLP known for?

Minus sign iconPlus sign iconJ.M. Forbes & Co. LLP was founded in 1838 and operates in the Investment Management industry. Explore J.M. Forbes & Co. LLP's company overview page for more information.

What is J.M. Forbes & Co. LLP's most common email format?

Minus sign iconPlus sign iconJ.M. Forbes & Co. LLP employees' email format typically follows the pattern of FL@jmforbes.com. Trying to find reliable and up-to-date employee contact data? Find more J.M. Forbes & Co. LLP email formats with LeadIQ.

How many employees does J.M. Forbes & Co. LLP have currently?

Minus sign iconPlus sign iconJ.M. Forbes & Co. LLP has approximately 26 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are J.M. Forbes & Co. LLP's key employees and leadership?

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As of September 2026, J.M. Forbes & Co. LLP's key employees include:

  • Partner: B. H.
  • Director, Technology Risk: L. L.
  • Senior Accountant: J. M.
  • Accounting: B. F.

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