WELLESLEY INVESTMENT PARTNERS, LLC of WELLESLEY, MA is an SEC-registered investment adviser (CRD 144984). Regulatory assets under management: $419.5M.
| Name | Role | Location |
|---|---|---|
| Smith Lamont Charles | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER | DENVER, CO |
| Thomas Ruffner Nelson | CHIEF INVESTMENT OFFICER; PRESIDENT/CEO | Birmingham, AL |
| Thomas E Nelson | CHIEF INVESTMENT OFFICER; PRESIDENT/CEO | — |
| MUELLER GERALD ROBERT | CHIEF COMPLIANCE OFFICER | — |
| MCMAHON WILLIAM PATRICK | CHIEF OPERATING OFFICER | — |
| CROSIER LOUIS PYLE | INTERIM CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| FONTAINE THOMAS JOSEPH | CHAIRMAN OF THE BOARD; PRESIDENT | — |
| SILVER EDWIN GERARD | CHAIRMAN | — |
| GAFFNEY CHRISTOPHER KARL | VICE PRESIDENT-FINANCIAL ADVISOR | — |
| MAHONEY MARYBETH | MANAGING DIRECTOR | — |
| CADIGAN WILLIAM JOSEPH | PRESIDENT | — |
| BAILLIE DAWN MARIE | CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS | — |
| GAILUN TREVOR SCOTT | DIRECTOR OF RESEARCH AND TRADING | — |
| SIPLEY RICHARD ALFRED | CHIEF INVESTMENT OFFICER | — |
| GLENN JEREMY S | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS | — |
| BIEBEL JOHN H | DIRECTOR, WEALTH ADVISOR | — |
| MAHONEY MARY BETH | DIRECTOR, WEALTH ADVISOR; MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR | — |
| JOHNSON MATTHEW WOOD | DIRECTOR, WEALTH ADVISOR | — |
| OBERG JEFFREY A | CHIEF OPERATING OFFICER; SENIOR MANAGING DIRECTOR | — |
| WILLAUER CHARLES S | SENIOR MANAGING DIRECTOR | — |
| GLENN JEREMY SCOTT | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| WILLAUER CHARLES SAVAGE | SENIOR MANAGING DIRECTOR | — |
| Fung Michael Y | CHIEF INVESTMENT OFFICER | — |
| BLACK SUSAN | CHIEF PLANNING OFFICER | — |