Jim Buckham
Analyst-Equity bei Wellesley Asset Management, Inc.
Profil
Mr. James W.
Buckham, CFA MBA, is a Portfolio Manager at Wellesley Investment Advisors, Inc. He is also member of Wellesley Investment Advisors' investment management team.
He is responsible for researching new convertible bond investment opportunities, monitoring existing holdings, trading, and instructing clients and prospects about convertible bond investing.
His professional background encompasses over twenty years of trading experience, including convertible bond trading positions at major Wall Street firms.
Mr. Buckham graduated from Boston University with a Bachelor of Arts degree in Economics and received his Master of Business Administration degree from Bentley University.
He holds the CFA designation.
Aktive Positionen von Jim Buckham
| Unternehmen | Position | Beginn |
|---|---|---|
Wellesley Asset Management, Inc.
 Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Analyst-Equity | 01.02.2011 |
Ausbildung von Jim Buckham
| Boston University | Undergraduate Degree |
| Bentley University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Finance |
