 Wellesley Asset Management, Inc., is a privately owned SEC registered investment adviser specializing in the management of convertible bonds. Wellesley deploys an absolute return style approach, with fundamental analysis provided by a deep team team of seasoned investment professionals. The firm provides convertible bond investment management services to individuals (including high net worth), institutions, family offices, pension plans, non-profit organizations, trusts, estates, corporations, investment companies, and other advisory firms.
Strategies are offered via separately managed accounts, and as an advisor to three mutual funds. Wellesley also works in the capacity of a sub-advisor to many national and regional brokerage firms and fellow RIA firms.
Since our inception in 1991, the professionals at Wellesley Asset Management have shared a collective commitment to its clients first and foremost and that is why its employees have a long history of investing alongside clients across the firms strategies. For more information, please visit www.wam.com


Investment Management

Wellesley Asset Management, Inc.

Michael Miller

Peter Barry

David Desrosiers

Stephen Marzo

Dan Mitchell

Paul Chamberlain

Arik Schechet Cfp

Tom Lahaise

Michael D. Foley

Jim Wiegel

The Investment Management team at Wellesley Asset Management, Inc. is responsible for crafting and executing strategies for managing convertible bond portfolios. Comprising experienced portfolio managers and analysts, the team conducts thorough fundamental analysis to identify attractive investment opportunities, ensuring alignment with client objectives. Their collaborative approach also includes active trading and oversight of multiple investment vehicles, fostering an environment that prioritizes client returns while navigating market complexities.

Leadership Team

Finance and Operations

Investment Management

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Other teams at Wellesley Asset Management, Inc.

Leadership Team

Finance and Operations