Lee Anderson

Consumer Services

Finance

Profile

Mr. Lee Anderson is an Analyst & Assistant Trader at Wellesley Investment Advisors, Inc. He joined Wellesley Investment Advisors full-time as an Analyst and Assistant Trader in January 2010, after graduating from Babson College with Cum Laude honors and a Bachelors of Science degree in Business Administration.
He has been with Wellesley Investment Advisors since 2007 and works closely with Paul Samuels, CFO & COO, and Michael Miller, Senior Analyst & Vice President as part of the Investment Team, analyzing convertible bonds and assisting with the trading process.
Mr. Lee received his undergraduate degree from Babson College and he passed the Series 65 examination and is currently enrolled in the CFA Program.

Former positions of Lee Anderson

Companies	Position	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	-

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Training of Lee Anderson

Babson College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies