Wellesley Investment Advisors, Inc.
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Wellesley Investment Advisors, Inc. Employees
AB April 2015 - Present
Wellesley Investment Advisors, Inc. July 2014 - March 2015
Cole Real Estate Investments October 2011 - October 2013
Fidelity Investments June 2000 - August 2011
T. Rowe Price October 1993 - May 2000
Skills
Retirement, Series 63, Sales, Marketing, Series 7, Consulting, Spanish, Series 66
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Finance, Accounting, Marketing
University of Salamanca Spain
Ohio Wesleyan University 1987 — 1991
Bachelor of Arts (BA), Business/Managerial Economics & Spanish
The Severn School 1982 — 1987
High School
Loomis, Sayles & Company January 2015 - Present
Loomis, Sayles & Company September 2013 - December 2014
Wellesley Investment Advisors, Inc. January 2011 - September 2013
Babson College September 2009 - January 2011
Skills
Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Alternative Investments, Equities, Equity Research, Mutual Funds, Investments, Bloomberg Terminal
Education
Babson College 2008 — 2010
BS, Business Administration; Finance and Information Technology Management
Subaru of New England 2015 - Present
Wellesley Investment Advisors, Inc. 2011 - 2015
Fidelity Investments 2005 - 2009
Fidelity Investments 2002 - 2005
Fidelity Investments 1999 - 2002
Deloitte 1996 - 1999
Deloitte 1991 - 1996
Skills
Finance, Investments, Strategic Financial..., Mutual Funds, Analysis, Financial Planning, Financial Modeling, Portfolio Management, Financial Services, Hedge Funds, Strategic Planning, Alternative Investments, Asset Managment, Auditing, Controllership Functions
Education
Bryant University 2010 — 2011
Certificate in Financial Planning
University of Massachusetts, Amherst 1987 — 1991
BBA, Accounting, Economics
CFA candidate
Wellesley Investment Advisors, Inc. October 2014 - March 2015
Resource Real Estate June 2014 - October 2014
Satuit Capital Management, LLC March 2012 - June 2014
Merrill Lynch June 2004 - March 2012
Trillium Securities February 1999 - April 2004
Skills
Equities, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Series 7, Options, Investments, Alternative Investments, Hedge Funds, Series 63, Wealth Management, Trading, Finance, Fixed Income, Investment Advisory, Asset Management, Derivatives, Portfolio Strategy, Investment Strategies, Capital Markets, Financial Analysis, Equity Trading, ETFs, Series 24, Quantitative Analysis, Communications Strategy, Stock Trading, Bloomberg, Fund Of Funds, Bonds, Asset Managment, Separately Managed..., Retirement Planning, Credit, Securities, Financial Services, Management, Due Diligence, Financial Risk, Strategy
Education
Saint Joseph's University 1991 — 1994
Bachelor of Science (B.S.), Finance, 3.8
University of London 1992 — 1992
Finance & Economics
Wolverine Worldwide June 2015 - Present
Wellesley Investment Advisors, Inc. February 2014 - June 2015
The Romantic Room June 2011 - August 2012
Zang Toi - New York Fashion Week February 2011 - February 2011
The Claremont Hotel June 2009 - August 2010
Skills
Office Administration, Microsoft Office, Retail Sales, Fashion Blogging, International Economics, Visual Merchandising, Store Planning, Fashion Styling, Customer Service, Social Media, Pinterest, Styling, Sales
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), International Relations/International Business & Economics
Deloitte September 2015 - Present
BNC Co., Ltd. May 2014 - August 2014
Wellesley Investment Advisors, Inc. February 2014 - April 2014
UBS December 2012 - February 2013
Skills
Microsoft Excel, Social Media, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Microsoft Office, Public Speaking, Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2015
Master of Science in Accounting
Babson College 2011 — 2015
Bachelor’s Degree, Accounting
Sophia University 2013 — 2014
Study Abroad
Iolani School
High School
Wellesley Investment Advisors, Inc. June 2014 - September 2014
ARCP/Cole Capital December 2011 - February 2014
Schwab Advisor Services July 2007 - December 2011
Fidelity Investments October 2005 - September 2007
Skills
Series 7, Series 63, Series 65
Education
BYU
Wellesley Investment Advisors, Inc. February 1991 - Present
Skills
Investments
Education
Babson College 1989 — 1994
MBA
Simmons College 1980 — 1984
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Wellesley Investment Advisors, Inc. December 2014 - Present
300 North Capital, LLC October 2011 - December 2014
Endex Capital Management, LLC December 2009 - October 2011
Institutional Liability Management, LLC December 2008 - November 2009
Pioneer Investments October 2004 - November 2008
Pioneer Investments September 1999 - September 2004
Mellon Trust July 1994 - August 1999
Skills
Investments, Financial Services, Alternative Investments, Relationship Management, Institutional..., Hedge Funds, Investment Management, Equities, Business Development, Asset Allocation, Investment Strategies, Bloomberg, ETFs, Mutual Funds, Series 7, Securities, Investment Advisory, Fixed Income, Strategy, Portfolio Management, Product Development, Marketing, Institutional, Equity Research, Fund Of Funds, Series 63, Project Management, Separately Managed..., FINRA, Wealth Management, Branding & Identity, Institutional Sales
Education
Boston College 1996 — 1998
Master of Science (MS)
Boston College 1988 — 1992
BA
Boston College High School 1984 — 1988
Wellesley Investment Advisors, Inc. October 2009 - Present
Morningstar December 2003 - October 2009
John Hancock Funds December 2000 - September 2003
John Hancock Funds 1998 - 2000
John Hancock Funds 1997 - 1998
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Managed Money (funds,...
Education
Suffolk University - Sawyer Business School 2001 — 2006
MBA
Bates College 1990 — 1994
BA, Psychology
Wellesley Investment Advisors, Inc. July 2014 - Present
Block Engineering 2012 - 2012
TeraDiode, Inc. 2009 - 2012
Integrity Interactive September 2008 - March 2009
Oracle Corporation 2007 - 2008
DeVA Systems Group 2005 - 2007
Omega Management Group September 2003 - April 2005
Intelligent Environments 1995 - 1997
Cambex Corporation, Inc. 1992 - 1995
Dun and Bradstree Software (formally McCormack & Dodge) November 1985 - October 1992
Education
Babson College 1980 — 1984
BS, Marketing
Wellesley Investment Advisors, Inc. January 2002 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Northeastern University
BS, Business Administration
Salem State University
Graduate Certificate, Financial Planning
Loomis, Sayles & Company April 2015 - Present
Wellesley Investment Advisors, Inc. July 2013 - April 2015
Wellesley Investment Advisors, Inc. December 2012 - July 2013
Wellesley Investment Advisors, Inc. October 2010 - December 2012
Wellesley Investment Advisors, Inc. July 2009 - October 2010
Education
Bentley University 2006 — 2009
BS, Economics & Finance
Boston University
Graduate Certificate in Financial Planning, Financial Planning and Services
Wellesley Investment Advisors, Inc. March 2015 - Present
Independent Consultant June 2014 - February 2015
BNY Mellon 2004 - 2013
The Boston Company 1990 - 2004
Skills
Leadership, Relationship Management, Mutual Funds, Hedge Funds, Sales, Sales Management, Securities, Fixed Income, Strategy, Management, Institutional Sales, Portfolio Management, Global Custody, Marketing Strategy, Equities, Investment Management..., Asset Management, CRM, Investment Management, Sales Operations, Risk Management, Banking, Complex relationship..., Financial Services, New Business Development, Solution Selling
Education
University of Massachusetts Boston
Bachelor of Science (B.S.), Marketing
Wellesley Investment Advisors, Inc. February 2015 - Present
Worcester Country Club May 2008 - October 2014
New York Life Insurance Company May 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Microsoft PowerPoint, Microsoft Access, Visual Basic
Education
Bryant University 2010 — 2014
Bachelor's Degree, Finance and Computer Information Systems
St. John's High School 2006 — 2010
High School
Bella Research Group 2015 - Present
Wellesley Investment Advisors, Inc. June 2014 - June 2015
Xtal BioStructures Inc. May 2013 - August 2013
Xtal BioStructures Inc June 2012 - August 2012
Education
Villanova University 2010 — 2014
Bachelor of Science (BS), Mathematics and Economics
Universitat Pompeu Fabra 2012 — 2012
Economics
Wellesley Investment Advisors, Inc. 2015 - Present
Capital Introductions 2014 - 2015
Sun Life Financial 2013 - 2014
Merrill Lynch-The Mula Group 2009 - 2013
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Wealth Management, Portfolio Management, Sales, Investment Strategies, Fundraising, Marketing, Asset Management
Education
Northeastern University
Advanced Practice Strategies (APS) June 2015 - Present
Wellesley Investment Advisors, Inc. October 2013 - June 2015
Robeco June 2012 - October 2013
U.S. Senator Jon Tester September 2011 - January 2012
The Bridge Pizza August 2010 - January 2012
MontPIRG August 2010 - December 2010
University of Montana August 2008 - May 2009
Skills
Time Management, Training, Critical Thinking, Communication, Organization, PowerPoint, Administrative..., Research, Facebook
Education
The University of Montana 2007 — 2011
B.A, Political Science; French
Université de Caen Basse Normandie / Universite de Caen 2009 — 2010
French Studies
Lakeland High School 2004 — 2007
High School Diploma, General Studies
RBC May 2014 - Present
Wells Fargo January 2014 - May 2014
Wellesley Investment Advisors, Inc. September 2013 - October 2013
Skills
Excel, Word, Public Speaking, Financial Analysis, Customer Service, Sales, Investment Research, Written & Oral..., PowerPoint, Microsoft Word, Microsoft Office, Leadership, Microsoft Excel, Management, Time Management
Education
The University of Montana - School of Business Administration 2009 — 2013
Bachelor of Science (B.S.), Finance and Economics
Brookline Bank, Infinex Investments, Inc. August 2015 - Present
Wellesley Investment Advisors, Inc. November 2010 - July 2015
Pacer Financial February 2010 - November 2010
Evergreen Investments April 2007 - December 2009
MFS Investment Management November 2000 - April 2007
MFS Investment Management November 1997 - November 2000
Skills
Investments, Relationship Management, Investment Management, Portfolio Management, Estate Planning, Series 7, Mutual Funds, Equities, Fixed Income
Education
Trinity College-Hartford 1988 — 1992
Holyoke High School 1984 — 1988
Arrowstreet Capital 2015 - Present
F-Squared Investments September 2013 - 2015
Wellesley Investment Advisors, Inc. June 2012 - September 2013
Morgan Stanley June 2011 - June 2012
Education
Boston College 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics
Universidad Complutense de Madrid 2009 — 2010
Economics
Newton South High School
Wellesley Investment Advisors, Inc. March 2015 - Present
TD Ameritrade Institutional August 2000 - February 2015
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investments, Alternative Investments, Retirement Planning, Portfolio Management, Asset Management, ETFs, Financial Services, Marketing, Securities, Equities, Investment Strategies, Investment Advisory, Asset Managment, Series 66
Education
Massachusetts School of Law 2006 — 2010
Doctor of Law (J.D.)
Babson College 1992 — 1996
BS
Mt. Hermon
St. John's Prep
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
Wellesley Investment Advisors, Inc. October 2008 - Present
FundQuest April 2001 - January 2008
United States Army June 1976 - June 2006
Wingate Financial Group January 2000 - March 2001
Skills
Mutual Funds, Alternative Investments, Investments, Bonds, Insurance, Portfolio Management, Asset Allocation, Series 63, Marketing Strategy, Wealth Management, Series 7, Retirement Planning, Equities, Securities, Series 65, Asset Managment
Education
Boston University 1996 — 1998
Professional, Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1990
MBA, Finance
The George Washington University 1980 — 1982
MS, Telecommunications
United States Military Academy at West Point 1972 — 1976
BS, General Engineering
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Wellesley Investment Advisors, Inc. September 2004 - Present
Meadowbrook Golf 1998 - 2002
Skills
Golf, Golf Courses, Golf Course Management, Resorts, Banquets, Sports, Hotels, Sponsorship, Hospitality Management, Club, Tournaments, Merchandising, Restaurants, Wine, Hospitality, Revenue Analysis, Income Statement, Hospitality Industry, Hiring, Pre-opening, Restaurant Management, Menu Development, Cost Control, Yield Management, P&L, Hotel Management, Fine Dining
Education
Methodist University 1991 — 1995
BS, Business
Lynn English
Lynn English
Wellesley Investment Advisors, Inc. May 2015 - Present
New England School of Acupuncture August 2009 - May 2015
Education
North Carolina State University
Bachelor of Arts (B.A.), Accounting
Wellesley Investment Advisors, Inc. June 2011 - Present
Merrill Lynch June 2010 - September 2010
Bennett Group Financial Services, LLC January 2010 - July 2010
Skills
Mutual Funds, Bloomberg, Financial Analysis, Electronic Trading, Alternative Investments, Trading Systems, Microsoft Excel, Salesforce.com, Portfolio Management, Trading, Sales, Finance, CRM, Fixed Income Analysis, Convertible Bonds, Investment Management, Longview
Education
Gettysburg College 2007 — 2011
B.A., Business Management
American University 2010 — 2010
International Business and Trade Seminar
Wellesley Investment Advisors, Inc. December 2013 - Present
Skills
Series 7, Series 66, Mutual Funds, Life Insurance, Retirement, Fixed Income, Retirement Planning, Fixed Annuities, Financial Analysis, Bloomberg, Equities, Portfolio Management
Education
Central Connecticut State University 1982 — 1986
BA, Finance
Grant Thornton LLP January 2010 - Present
CCR LLP June 2008 - September 2008
Wellesley Investment Advisors, Inc. February 2007 - June 2008
Education
Lasell College 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance, 3.9