- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
Gregory Ellms is a Relationship Manager with Wellesley Investment Advisors’ Private Client Group. He is responsible for providing exceptional service and maintaining existing client accounts as well as building new client relationships.
Gregory received his Bachelor of Arts degree in Political Science from the University of Massachusetts and has over 30 years of experience in the financial industry. Prior to joining Wellesley Investment Advisors, he worked with a well-known financial firm providing investment guidance and advice to high net-worth individuals. Gregory has a Series 65 securities license.