Company Overview of Wellesley Investment Advisors, Inc.
Wellesley Investment Advisors, Inc. is an employee owned investment manager. The firm provides its services to high net worth individuals, individuals, families, trusts, retirement plans, investment professionals, banking or thrift institutions. It also provides its services to investment companies, pooled investment vehicles, pension and profit sharing plans, corporations and other businesses, churches, foundations, and partnerships. The firm manages separate client focused fixed income portfolios. It also launches and manages fixed income mutual funds for its clients. The firm launches and manages hedge funds. It makes its investment in the fixed income markets. The firm primarily invests ...
20 William Street
Wellesley, MA 02481
Founded in 1991
Key Executives for Wellesley Investment Advisors, Inc.
Chief Executive Officer, Co-Chief Investment Officer, Principal, and Portfolio Manager
Co-Chief Investment Officer, Senior Vice President, and Portfolio Manager
Compensation as of Fiscal Year 2016.
Wellesley Investment Advisors, Inc. Key Developments
Wellesley Investment Advisors Appoints Michael E. Hogan as Vice President of Wealth Management
Feb 4 16
Michael E. Hogan of Providence has joined Wellesley Investment Advisors as a Vice President of Wealth Management in their Private Client Group. In this role, Mr. Hogan serves as an advisor to high net-worth clients and prospects. He is responsible for introducing new clients to the firm's investment strategy as well as expanding existing client relationships and building an increased network of external contacts.
Wellesley Investment Advisors, Inc. Presents at 5th Annual East Coast RIA Investment Forum, Jun-08-2015 01:45 PM
Jun 1 15
Wellesley Investment Advisors, Inc. Presents at 5th Annual East Coast RIA Investment Forum, Jun-08-2015 01:45 PM. Venue: The Charles Hotel, Boston, Massachusetts, United States. Speakers: Greg Miller, Chief Executive Officer, Co-Chief Investment Officer, Principal, and Portfolio Manager.
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