 Wellesley Asset Management, Inc., is a privately owned SEC registered investment adviser specializing in the management of convertible bonds. Wellesley deploys an absolute return style approach, with fundamental analysis provided by a deep team team of seasoned investment professionals. The firm provides convertible bond investment management services to individuals (including high net worth), institutions, family offices, pension plans, non-profit organizations, trusts, estates, corporations, investment companies, and other advisory firms.
Strategies are offered via separately managed accounts, and as an advisor to three mutual funds. Wellesley also works in the capacity of a sub-advisor to many national and regional brokerage firms and fellow RIA firms.
Since our inception in 1991, the professionals at Wellesley Asset Management have shared a collective commitment to its clients first and foremost and that is why its employees have a long history of investing alongside clients across the firms strategies. For more information, please visit www.wam.com


Investment Management

Wellesley Asset Management, Inc.

Wellesley Asset Management, Inc.'s headquarters in Portsmouth, United States

Michael Miller

Tom Lahaise

Jim Buckham

David Clott

Peter Barry

Michael D. Foley

The Leadership Team at Wellesley Asset Management, Inc. is responsible for guiding the strategic direction of the firm, overseeing investment management operations, and fostering client relationships. Comprising senior executives from various domains such as investment management, sales, finance, and operations, this team collaborates to ensure the alignment of the company’s goals with client interests, driving the growth and integrity of the firm’s offerings in convertible bond investments. Their collective expertise helps maintain Wellesley's commitment to delivering exceptional service and performance for clients and stakeholders.

Leadership Team

The Finance and Operations team at Wellesley Asset Management, Inc. is responsible for overseeing the firm’s financial health and ensuring seamless operational processes. They manage financial reporting, budgeting, and compliance, while also streamlining operational efficiencies to support the investment management team. This collaborative group of finance professionals works closely with other departments to uphold the firm's commitment to its clients and enhance overall performance.

Finance and Operations

The Investment Management team at Wellesley Asset Management, Inc. is responsible for crafting and executing strategies for managing convertible bond portfolios. Comprising experienced portfolio managers and analysts, the team conducts thorough fundamental analysis to identify attractive investment opportunities, ensuring alignment with client objectives. Their collaborative approach also includes active trading and oversight of multiple investment vehicles, fostering an environment that prioritizes client returns while navigating market complexities.

The Client Services Team at Wellesley Asset Management, Inc. is dedicated to fostering strong relationships with clients by providing tailored support and guidance. This team ensures seamless communication, addresses client inquiries, manages account services, and assists in the implementation of investment strategies, ultimately enhancing client satisfaction and retention. Their expertise in relationship management helps to align client goals with Wellesley’s investment approaches, reinforcing the firm's commitment to personalized service.

Wellesley Asset Management, Inc.

Org chart

Teams

Leadership Team

Finance and Operations

Investment Management

Client Services Team

Offices

Wellesley Asset Management, Inc.

Org chart

Teams

Leadership Team

Finance and Operations

Investment Management

Client Services Team

Offices

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