Thomas La Haise IV is a financial advisor at Wellesley Asset Management, Inc. with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at Foreside Fund Services, LLC and Wellesley Investment Partners, LLC. 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.

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 a financial advisor with Wellesley Asset Management, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wellesley Asset Management since 2017 and has prior experience at Principal Life Insurance Company and several fund service firms. Wellesley Asset Management provides discretionary portfolio management for individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Michael Foley is a financial advisor at Wellesley Asset Management, Inc. in Portsmouth, NH, with 19 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Wellesley Investment Advisors since 2015, with prior experience at Foreside Fund Services, LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, 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 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. in Pleasant Hill, IA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Principal Mutual Life Insurance Company and Foreside Fund Services, LLC. Wellesley Asset Management provides discretionary portfolio management services to individuals, pension and retirement plans, institutional clients, and investment companies. The firm focuses on convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated 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 the Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Foreside Fund Services, LLC. 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, 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.

Rebecca Bahlert is a financial advisor at Wellesley Asset Management, Inc. She holds a Series 65 credential and has been in the financial industry since 2022. Prior to joining Wellesley Asset Management in 2025, she worked at Cornerstone Financial Planning and Madison Resources. 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, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

James Buckham is a CFA® charterholder with 13 years of industry experience and holds a Series 63 license. He has worked at Wellesley Investment Advisors, Inc. since 2011. Wellesley Asset Management provides discretionary portfolio management for individuals, pension and retirement plans, institutional clients, investment companies, and insurance 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.

Collin Schrier is a financial advisor at Wellesley Asset Management, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Eaton Vance Management and Vestmark, Inc. Schrier currently serves as Director of Institutional Sales 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, 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.