Profil
Mr. Marcial Carrion is an Analyst at Wellesley Investment Advisors, Inc. He joined Wellesley Investment in January 2011.
Mr. Carrion supports the investment and trading teams and is directly involved in trading operations, including trade formation, allocation and settlement.
Mr. Carrion also assists with research, monitoring of holdings and reporting.
Mr. Carrion graduated from Babson College with a Bachelor of Science degree in Business Administration, with concentrations in Finance and Information Technology.
Anciens postes connus de Marcial Carrion
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Marcial Carrion
| Babson College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 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 |
