Jim Wiegel

Jim Wiegel is a seasoned finance professional with extensive experience in managing broker-dealer relationships and sales strategies. Currently serving as National Accounts Manager and Executive Vice President at Wellesley Asset Management, Inc. since October 2008, Jim oversees sales of convertible bond mutual funds and managed account strategies to various retail intermediaries. Prior to this role, Jim held the position of Vice President at FundQuest, focusing on the growth of Separate Managed Account assets. A retired Colonel from the United States Army, Jim also worked as a Portfolio Manager at Wingate Financial Group. Jim holds multiple degrees, including an MBA in Finance from Babson College, an MS in Telecommunications from The George Washington University, a Professional Financial Planning degree from Boston University, and a BS in General Engineering from the United States Military Academy at West Point.