Jay Russo

Jay is Head of Sales and Distribution at Wellesley Asset Management, responsible for leading the firm’s distribution strategy, business development, and client relationships across intermediary and institutional channels. In this capacity, Jay focuses on building trusted client relationships and delivering tailored investment solutions that are aligned with client objectives.

With nearly 30 years of experience in asset management and financial services, Jay has extensive experience in distribution strategy, business development and client engagement. Jay has a proven record of developing strategic partnerships and growing long-term relationships with advisors and institutions .  Prior to joining Wellesley Asset Management, Jay held sales and management roles at TD Ameritrade Institutional, Prudential, and Natixis Investment Management.

A licensed attorney, Jay earned a J.D. from Massachusetts School of Law and a B.S. from Babson College. Jay holds the Series 7, 63, and 24 securities licenses.