Wellesley Asset Management announced it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2022. The highly anticipated list…
We welcome this group of highly experienced individuals from diverse backgrounds who will help cultivate and develop Wellesley Asset Management’s promising future. Wellesley Asset Management will meet regularly with the Board to further understand market trends and methods to implement new systems, technologies, and processes. We remain steadfast in our goal to build upon and improve client service and our investment acumen. As we grow beyond the $3B Regulatory Asset under Management mark and increase employee headcount to well over thirty-five, we look forward to the next thirty years of success as a firm and servicing our clients.