Wellesley Investment Advisors, Inc.

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Wellesley Investment Advisors, Inc. Employees

Employee
Years
Job
Industry
Raleigh Watson Raleigh Watson Greater San Diego Area Details
Raleigh Watson's Wellesley Investment Advisors, Inc. Experience July 2014 - March 2015
Job Vice President at AB
Industry Financial Services
Experience
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

Marcial Carrion Marcial Carrion Boston, Massachusetts Details
Marcial Carrion's Wellesley Investment Advisors, Inc. Experience January 2011 - September 2013
Job Trading Assistant at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Scott St. Hill Scott St. Hill Greater Boston Area Details
Scott St. Hill's Wellesley Investment Advisors, Inc. Experience 2011 - 2015
Job Controller at Subaru of New England
Industry Financial Services
Experience
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

Arthur Brachowski, CFA Arthur Brachowski, CFA Greater New York City Area Details
Arthur Brachowski, CFA's Wellesley Investment Advisors, Inc. Experience October 2014 - March 2015
Job CFA Charterholder with over 10 years of Wealth and Investment Management experience seeks new opportunity.
Industry Financial Services
Experience
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

Anna Matlack Anna Matlack Boston, Massachusetts Details
Anna Matlack's Wellesley Investment Advisors, Inc. Experience February 2014 - June 2015
Job International Account Advisor, Boston Based Brands Latin America
Industry Consumer Goods
Experience
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

Jason Yuasa Jason Yuasa Greater Boston Area Details
Jason Yuasa's Wellesley Investment Advisors, Inc. Experience February 2014 - April 2014
Job Audit Assistant at Deloitte
Industry Accounting
Experience
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

Ben McAvoy Ben McAvoy Phoenix, Arizona Area Details
Ben McAvoy's Wellesley Investment Advisors, Inc. Experience June 2014 - September 2014
Job Business Owner
Industry Consumer Services
Experience
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

Darlene Murphy Darlene Murphy Greater Boston Area Details
Darlene Murphy's Wellesley Investment Advisors, Inc. Experience February 1991 - Present
Job President, Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc.   February 1991 - Present

Skills
Investments

Education
Babson College   1989 — 1994
MBA

Simmons College   1980 — 1984

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Chris Vassilopoulos Chris Vassilopoulos Greater Boston Area Details
Chris Vassilopoulos's Wellesley Investment Advisors, Inc. Experience December 2014 - Present
Job Managing Director, Institutional Sales at Wellesley Investment Advisors, Inc.
Industry Financial Services
Experience
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

Eric Kellar Eric Kellar Greater Boston Area Details
Eric Kellar's Wellesley Investment Advisors, Inc. Experience October 2009 - Present
Job Senior Vice President at Wellesley Investment Advisors, Inc.
Industry Financial Services
Experience
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

Marcia Peisach Marcia Peisach Greater Boston Area Details
Marcia Peisach's Wellesley Investment Advisors, Inc. Experience July 2014 - Present
Job
Industry Financial Services
Experience
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

Joseph Buscaino Joseph Buscaino Wakefield, Massachusetts Details
Joseph Buscaino's Wellesley Investment Advisors, Inc. Experience January 2002 - Present
Job Executive Vice President Private Client Group at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
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

Katherine Godfrey Katherine Godfrey Boston, Massachusetts Details
Katherine Godfrey's Wellesley Investment Advisors, Inc. Experience July 2013 - April 2015
Job Client Portfolio Analyst, Loomis Sayles
Industry Investment Management
Experience
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

Paul Maregni Paul Maregni Greater Boston Area Details
Paul Maregni's Wellesley Investment Advisors, Inc. Experience March 2015 - Present
Job Executive Director at Wellesley Investment Advisors, Inc.
Industry Financial Services
Experience
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

Stephen Marzo Stephen Marzo Greater Boston Area Details
Stephen Marzo's Wellesley Investment Advisors, Inc. Experience February 2015 - Present
Job Analyst at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
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

Shonali Pal Shonali Pal Cambridge, Massachusetts Details
Shonali Pal's Wellesley Investment Advisors, Inc. Experience June 2014 - June 2015
Job Analyst at Bella Research Group
Industry Research
Experience
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

Ryan Mula Ryan Mula Greater Boston Area Details
Ryan Mula's Wellesley Investment Advisors, Inc. Experience 2015 - Present
Job Vice President National Sales at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
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

Cathryn Parker Cathryn Parker Greater Boston Area Details
Cathryn Parker's Wellesley Investment Advisors, Inc. Experience October 2013 - June 2015
Job Client Service Associate at Advanced Practice Strategies (APS)
Industry Investment Management
Experience
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

Stephen Berard Stephen Berard Minneapolis, Minnesota Details
Stephen Berard's Wellesley Investment Advisors, Inc. Experience September 2013 - October 2013
Job Senior Associate at RBC
Industry Capital Markets
Experience
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

Chris Weiss, CIMA® Chris Weiss, CIMA® Greater Boston Area Details
Chris Weiss, CIMA®'s Wellesley Investment Advisors, Inc. Experience November 2010 - July 2015
Job Financial Advisor at Brookline Bank, Infinex Investments, Inc.
Industry Financial Services
Experience
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

Julia Nary Julia Nary Greater Boston Area Details
Julia Nary's Wellesley Investment Advisors, Inc. Experience June 2012 - September 2013
Job Client Specialist at Arrowstreet Capital
Industry Financial Services
Experience
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

Jay Russo, JD Jay Russo, JD Greater Boston Area Details
Jay Russo, JD's Wellesley Investment Advisors, Inc. Experience March 2015 - Present
Job Executive Vice President Institutional Sales
Industry Financial Services
Experience
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

Arik Schechet CFP, CPA Arik Schechet CFP, CPA Greater Boston Area Details
Arik Schechet CFP, CPA's Wellesley Investment Advisors, Inc. Experience January 2014 - Present
Job Vice President, Relationship Management at Wellesley Investment Advisors
Industry Financial Services
Experience
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

Jim Wiegel Jim Wiegel Greater Boston Area Details
Jim Wiegel's Wellesley Investment Advisors, Inc. Experience October 2008 - Present
Job National Accounts Manager and Executive Vice President at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
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

Alan Gray Alan Gray Greater Chicago Area Details
Alan Gray's Wellesley Investment Advisors, Inc. Experience January 2013 - Present
Job Vice President at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
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

Ron Lavoie Ron Lavoie Greater Boston Area Details
Ron Lavoie's Wellesley Investment Advisors, Inc. Experience September 2004 - Present
Job Director VP of Operations
Industry Hospitality
Experience
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

Jeanette Blalock Jeanette Blalock Greater Boston Area Details
Jeanette Blalock's Wellesley Investment Advisors, Inc. Experience May 2015 - Present
Job Vice President of Accounting at Wellesley Investment Advisors, Inc.
Industry Accounting
Experience
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

Nicholas A. Felici, Jr. Nicholas A. Felici, Jr. Greater Boston Area Details
Nicholas A. Felici, Jr.'s Wellesley Investment Advisors, Inc. Experience June 2011 - Present
Job Senior Analyst at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
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

Thomas Curtin, CMFC Thomas Curtin, CMFC Greater Boston Area Details
Thomas Curtin, CMFC's Wellesley Investment Advisors, Inc. Experience December 2013 - Present
Job Vice President
Industry Financial Services
Experience
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

David Annunziata David Annunziata Cherry Valley, Massachusetts Details
David Annunziata's Wellesley Investment Advisors, Inc. Experience February 2007 - June 2008
Job Associate II Auditor at Grant Thornton LLP
Industry Accounting
Experience
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