Wellesley Asset Management (“Wellesley”), an asset manager specializing in convertible bonds, is pleased to announce the recent addition of David Clott, CFA, to its Portfolio Management team. David will help manage Wellesley’s line of convertible bond products and develop new products including a soon-to-be launched market neutral mutual fund. A highly respected investment professional with… Read more »
Announcing the release of its latest version, UltimateTax boasts significant enhancements designed to streamline the tax preparation process for the upcoming season
Wellesley Asset Management, Inc. was ranked #19 on Forbes October 10th, 2023 list of America’s Top RIA Firms*. R.J. Shook, Forbes Contributor, wrote, “All of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term. The second annual Forbes/Shook… Read more »
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2023 marks a half-century of industry leadership and innovation in the insurance industry
