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Jim Buckham
Analyst-Equity at Wellesley Asset Management, Inc.
Jim Buckham active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Trading-Equity | 2011-01-31 | - | |
Portfolio Manager-Equities | 2011-01-31 | - |
Career history of Jim Buckham
Training of Jim Buckham
Boston University | Undergraduate Degree |
Bentley University | Masters Business Admin |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 1 |
Trading-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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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 |
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