Wellesley Asset Management, Inc.

Thomas La Haise is a financial advisor with Wellesley Asset Management, Inc. in Portsmouth, NH, holding Series 63, 65, and 66 licenses, and has 27 years of industry experience. He has worked with Wellesley Asset Management since 2020 and previously with Wellesley Investment Partners from 2016 to 2020. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients, specializing in convertible securities and absolute-return strategies. The firm manages separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Nicholas Felici Jr. is a financial advisor at Wellesley Asset Management, Inc. He holds a Series 65 credential and has nine years of industry experience. He has been with Wellesley Investment Advisors, Inc. since 2011. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and serving as adviser to affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

David Moret is an investment advisor representative at Wellesley Asset Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wellesley and Foreside Fund Services in various capacities since 2017. Prior to this, he worked at Principal Life Insurance Company and Principal Funds Distributor Inc. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients, specializing in convertible securities and absolute-return strategies. The firm advises affiliated mutual funds, an exchange-traded fund, and private pooled vehicles, offering portfolios on a discretionary basis with tailored client restrictions.

Michael Foley is a financial advisor at Wellesley Asset Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wellesley Investment Advisors since 2015. He previously worked at Foreside Fund Services, LLC starting in 2018. Wellesley Asset Management provides discretionary portfolio management services to individuals, pension plans, and institutional clients. The firm specializes in convertible securities and absolute-return strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Stephen Marzo is a financial advisor at Wellesley Asset Management, Inc. with nine years of industry experience. He holds the Series 65 designation and has been with Wellesley Investment Advisors since 2015. Wellesley Asset Management provides discretionary portfolio management to individuals, including high-net-worth clients, pension and retirement plans, and various institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Joseph Buscaino is a Series 65-licensed financial advisor with Wellesley Asset Management, Inc. He has 22 years of industry experience, including 24 years at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle. The firm specializes in convertible securities and pursues absolute-return oriented strategies, primarily investing in convertible bonds, synthetic notes, and structured products.

Paul Chamberlain is a financial advisor at Wellesley Asset Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Mutual Life Insurance Company for over two decades prior to joining Wellesley in 2017. He also serves as Vice President at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, institutional clients, and investment companies. The firm specializes in absolute-return oriented strategies focused on convertible securities and offers a range of managed accounts, mutual funds, an exchange-traded fund, and private pooled vehicles.

Christopher Carrelha is a financial advisor at Wellesley Asset Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and previously worked for AllianceBernstein Investments, Inc. for 17 years. He currently serves as a director involved in promoting funds for Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Michael Miller is a financial advisor at Wellesley Asset Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Wellesley Investment Advisors since 2008. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, institutional clients, and investment companies. The firm specializes in convertible securities and absolute-return strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Gabriel Osorio is a financial advisor at Wellesley Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and various positions outside finance, including work in landscaping and education. Wellesley Asset Management provides discretionary portfolio management services to individuals, pension plans, institutional clients, and investment companies. The firm focuses on convertible securities and absolute-return strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Gerald Russo is a financial advisor at Wellesley Asset Management, Inc. in Portsmouth, NH, with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wellesley Asset Management since 2015. Russo also serves as Executive Director overseeing institutional sales at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, institutional clients, and investment companies. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

James Buckham is a CFA® charterholder with 12 years of industry experience. He has been with Wellesley Investment Advisors, Inc. since 2011. Buckham holds the Series 63 designation and is based in Portsmouth, NH. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Collin Schrier is a financial advisor at Wellesley Asset Management, Inc. with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Eaton Vance Management and Cache Securities LLC. Schrier also serves as Director of Institutional Sales at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management services to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

James Miklas is a financial advisor at Wellesley Asset Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Global Investments and Foreside Funds Distributors. Since 2017, he has served as a director at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and advising affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

James Wiegel is a financial advisor with Wellesley Asset Management, Inc. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior roles include positions at Foreside Fund Services, LLC and Northern Lights Distributors, LLC. Outside of his advisory work, he serves as Vice President of Finance for the Massachusetts Air and Space Museum and holds finance or leadership roles in several nonprofit organizations including the Military Historical Society of Massachusetts and the Ancient & Honorable Artillery Company of Massachusetts. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute‑return strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.