Wellesley Asset Management Inc

Wellesley Asset Management, Inc. is a Massachusetts-based corporation with 42 employees and 26 advisors. Although the number of clients they serve is unknown, the firm has been granted SEC approval and was registered on June 27, 2002.

• C. DANIEL MITCHELL

  CHIEF OPERATING OFFICER owns less than 5%

• CHARLES B SCHMIDT

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DARLENE MARIE MURPHY

  PRESIDENT owns more than 10% but less than 25%

• GREG MILLER

  CEO owns more than 50% but less than 75%

• MAUREEN PATRICIA HERNBERG

  TRUSTEE OF THE DARLENE M. MURPHY TRUST - 2011 owns more than 10% but less than 25%

• MICHAEL DAVID MILLER

  SENIOR VICE PRESIDENT AND CIO owns more than 10% but less than 25%

• SAMUEL SLOAN JOHNSON

  TRUSTEE OF THE MICHAEL DAVID MILLER TRUST - 2011 owns more than 10% but less than 25%

• STEPHEN DOMENIC MARTINO

  CHIEF FINANCIAL OFFICER owns less than 5%

• THE DARLENE M. MURPHY TRUST - 2011

  OWNER / SHAREHOLDER owns more than 10% but less than 25%

• THE MICHAEL DAVID MILLER TRUST - 2011

  OWNER / SHAREHOLDER owns more than 10% but less than 25%

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• Wellesley Asset Management Q3 to Q4 2022 13F Holdings Comparison: Winners and Losers