Paul Burke Samuels

Consumer Services

Finance

Profile

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.

Former positions of Paul Burke Samuels

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.	Director of Finance/CFO	-

See the detail of Paul Burke Samuels's experience

Training of Paul Burke Samuels

Sir George Williams University	Undergraduate Degree
University of New Hampshire	Masters Business Admin

Experiences
Positions held

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Listed companies

Private companies