- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
Jay Russo is an Executive Director at Wellesley Asset Management. He is responsible for sales and distribution of the firm’s convertible bond investment strategy to registered investment advisors, family offices, and independent broker/dealers. He specializes in developing relationships and new partnerships with investment professionals. Jay consults with advisors on investment management practices and the ways convertible bonds can be used in an asset allocation strategy.
Jay has over nineteen years of experience in the investment industry. Prior to joining WAM, Jay was Vice President of Institutional Sales at TD Ameritrade Institutional. Jay received his Bachelor of Science degree from Babson College and Juris Doctor from Massachusetts School of Law. He is admitted to practice law in Massachusetts.