- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
Executive Vice President
Jim Wiegel is the National Accounts Manager of Institutional Business for Wellesley Investment Advisors, Inc. He specializes in developing new relationships, consulting with financial intermediaries throughout the U.S. Jim confers with advisory teams at other organizations to explore how Wellesley Investment Advisors’ absolute return-seeking convertibles strategy can fit into a well-diversified asset allocation strategy.
Jim is a graduate of West Point with a BS in Engineering, George Washington University with a MS in Telecommunications, Babson College with an MBA concentrating in Finance, and Boston University with a diploma in Financial Planning. Jim also has Series 7, 63 and 65 securities licenses. He has over thirty years of investment related experience. Jim is a retired Colonel in the U.S. Army Reserves.