- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
Dan Savoie is a Vice President at Wellesley Investment Advisors. He is responsible for institutional business development and marketing the firm’s convertible bond investment strategy to registered investment advisors, independent broker/dealers and other financial professionals.
Prior to joining WIA, Dan worked in both operational and sales roles with well-known mutual fund firms. Dan received his BS degree from the University of Massachusetts and has his Series 7, 63 and 66 security licenses.