Jim Wiegel
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Profilo
Mr. Jim Wiegel is a Vice President at Wellesley Investment Advisors, Inc. and recently joined the firm from FundQuest, a turn-key-asset management provider.
He specializes in consulting with financial intermediaries relative to investments employed at their firm and specifically, how the Wellesley's absolute return seeking convertibles strategy can fit into a well-diversified asset allocation strategy.
He is responsible for distribution of Wellesley Investment Advisors, Inc. investment strategies in the United States focusing on financial intermediaries.
Mr. Wiegel is a graduate of West Point with a B.S.
in Engineering, George Washington University with a M.S.
in Telecommunications, Babson College with an M.B.A.
concentrating in Finance, and Boston University with a diploma in Financial Planning.
Precedenti posizioni note di Jim Wiegel
| Società | Posizione | Fine |
|---|---|---|
FundQuest, Inc.
 FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations | Corporate Officer/Principal | - |
Wellesley Asset Management, Inc.
 Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Vendite & Marketing | - |
Formazione di Jim Wiegel
| Boston University | Masters Business Admin |
| George Washington University | Undergraduate Degree |
| Babson College | Graduate Degree |
Esperienze
Posizioni ricoperte
Società collegate
| Aziende private | 2 |
|---|---|
FundQuest, Inc.
FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations | Finance |
Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Finance |
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