Posts Categorized: Financial Services

Wellesley Asset Management, Inc. Announces New Portfolio Manager to Join its Investment Team

Posted filed under Financial Services.

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 »

Forbes Announces America’s Top RIA Firms for 2023: Wellesley Asset Management Ranked #19

Posted filed under Financial Services.

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 »