- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
Co-Chief Investment Officer
As Co-Chief Investment Officer of Wellesley Investment Advisors, Inc. and Co-Portfolio Manager of the firm’s mutual funds, Michael is an integral part of the firm’s investment team. He is responsible for convertible bond research and product development, analyzing and monitoring portfolio holdings, and communicating performance, portfolio and fund data. He also constructs and analyzes client portfolios, and works directly with some of the firm’s institutional clients. Michael frequently speaks at national investment conferences educating investors about the convertible bond asset class.
Michael received his Bachelor of Science degree in Business Administration from American University’s Kogod School of Business in Washington, DC, where he specialized in finance, and his Master of Business Administration degree from Babson College.