Paul Burke Samuels
Keine laufenden Positionen mehr
Profil
Mr. Paul B.
Samuels is Chief Operating & Financial Officer at Wellesley Investment Advisors, Inc. He has years of financial and senior management experience.
He joined Wellesley Investment Advisors, Inc. in 2000.
Mr. Samuels is a graduate of Sir George Williams University in Montreal (now known as Concordia University), he received his M.B.A.
from The University of New Hampshire and a CA designation from the Order of Chartered Accountants of Quebec.
Ehemalige bekannte Positionen von Paul Burke Samuels
| Unternehmen | Position | Ende |
|---|---|---|
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. | Finanzdirektor/CFO | - |
Ausbildung von Paul Burke Samuels
| Sir George Williams University | Undergraduate Degree |
| University of New Hampshire | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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 |
