Wellesley Asset Management, Inc. logo

Wellesley Asset Management, Inc. Employee Directory

Investment ManagementNew Hampshire, United States11-50 Employees

Wellesley Asset Management, Inc. is an SEC-registered investment adviser focused on the management of convertible bonds and alternative products. The firm operates within the investment management industry and maintains a small to mid-sized professional team. It is based in Portsmouth, New Hampshire.

The company serves clients seeking expertise in these asset classes, offering portfolio management and advisory services for convertible investments and alternative strategies. In December 2023, the firm announced the opening of a new office in Portsmouth, New Hampshire, reflecting a geographic expansion.

Find Wellesley Asset Management, Inc. employees' phone numbers or email addresses

Wellesley Asset Management, Inc. Global Highlights

Location
Employees

North America
55

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  • United States Of America
    55

Wellesley Asset Management, Inc.'s Leadership

  • Vice President Of Finance at Wellesley Asset Management, Inc.
    H. B.
    Vice President Of Finance
  • President at Wellesley Asset Management, Inc.
    B. M.
    President
  • Director at Wellesley Asset Management, Inc.
    R. L.
    Director
  • Portfolio Manager at Wellesley Asset Management, Inc.
    B. F.
    Portfolio Manager
  • Service Manager at Wellesley Asset Management, Inc.
    M. B.
    Service Manager
  • Enrolled Agent, Srtp at Wellesley Asset Management, Inc.
    A. C.
    Enrolled Agent, Srtp
  • Administrator at Wellesley Asset Management, Inc.
    B. R.
    Administrator
  • Consulting Specialist at Wellesley Asset Management, Inc.
    E. S.
    Consulting Specialist

Wellesley Asset Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Accounting
  • Community & Social Services
  • Legal
  • Other
  • Business

Contact profiles from Wellesley Asset Management, Inc.

Name
Title
Contact
Location
Last Update
  • President at Wellesley Asset Management, Inc.
    B. M.
    President
    Oct 16, 2024
  • Vice President Of Finance at Wellesley Asset Management, Inc.
    H. B.
    Vice President Of Finance
    Oct 16, 2024
  • Director at Wellesley Asset Management, Inc.
    R. L.
    Director
    Oct 17, 2024
  • Portfolio Manager at Wellesley Asset Management, Inc.
    B. F.
    Portfolio Manager
    Oct 18, 2024
  • Service Manager at Wellesley Asset Management, Inc.
    M. B.
    Service Manager
    Oct 21, 2024
  • Enrolled Agent, Srtp at Wellesley Asset Management, Inc.
    A. C.
    Enrolled Agent, Srtp
    Oct 23, 2024
  • Administrator at Wellesley Asset Management, Inc.
    B. R.
    Administrator
    Oct 21, 2024
  • Consulting Specialist at Wellesley Asset Management, Inc.
    E. S.
    Consulting Specialist
    Oct 22, 2024
  • Enrolled Agent, Srtp at Wellesley Asset Management, Inc.
    P. B.
    Enrolled Agent, Srtp
    Oct 17, 2024

Frequently Asked Questions

What is Wellesley Asset Management, Inc. known for?

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Wellesley Asset Management, Inc. was founded in 1991 and operates in the Investment Management industry. You can contact Wellesley Asset Management, Inc.'s main corporate office by phone at . Explore Wellesley Asset Management, Inc.'s company overview page for more information.

What is Wellesley Asset Management, Inc.'s most common email format?

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Wellesley Asset Management, Inc. employees' email format typically follows the pattern of FLast@wam.com. Trying to find reliable and up-to-date employee contact data? Find more Wellesley Asset Management, Inc. email formats with LeadIQ.

How many employees does Wellesley Asset Management, Inc. have currently?

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Wellesley Asset Management, Inc. has approximately 34 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wellesley Asset Management, Inc.'s key employees and leadership?

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As of August 2026, Wellesley Asset Management, Inc.'s key employees include:

  • Vice President Of Finance: H. B.
  • President: B. M.
  • Director: R. L.
  • Portfolio Manager: B. F.
  • Service Manager: M. B.

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