- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
Everyone at Wellesley Investment Advisors is here for the same reason: our clients. The singular focus of our firm and all of our employees is to help you accomplish your financial goals by growing and protecting wealth.
Managing over a billion dollars is not easy. It requires depth and breadth of knowledge and layers of experience. We are proud of our team and the expertise, professionalism and passion they bring to their efforts each and every day. Working as a team, we combine our unique experiences to offer our clients the best end-product possible: expert convertible bond management, confident advice, and high-touch, cheerful service. We are intensely committed to our clients, to each other, and to our work.