Jim Buckham
Analyst-Equity at Wellesley Asset Management, Inc.
Profile
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.
Jim Buckham active positions
| Companies | Position | Start |
|---|---|---|
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 | 2011-01-31 |
Training of Jim Buckham
| Boston University | Undergraduate Degree |
| Bentley University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Jim Buckham
