Wellesley Investment Partners

  • Investment Bank/Securities Brokerage
  • Wellesley MA
  • 3 employees
  • Investment Management
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Company Overview

Headquarters
75 Central St, Wellesley MA
Website
wellesleyinvestmentpartners.com
Phone
(781) 431-1325
Employees
3
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 5221 Companies
NAICS Code 522 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 602 Companies
SIC Code 60 Companies
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Financials & Stats

Revenue

$1B

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Who is Wellesley Investment Partners

Wellesley Investment Partners is a privately held investment advisory firm based in Wellesley, Massachusetts. The company employs 3 people and reported $0.781 million in revenue. Wellesley Investment Partners provides investment advice and management services to a range of clients, including individuals and families, private foundations, and endowments. The firm focuses on tailoring its investment strategies to meet the unique needs and goals of each client. For more information about Wellesley Investment Partners and its services, please visit their website at wellesleyinvestmentpartners.com.

Wellesley Investment Partners Industry Tags

Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Wellesley Investment Partners Tech Stack

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1M 1 Hoboken, NJ 1999
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1M 5 Pasadena, CA 1993
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FAQ

What is the location of Wellesley Investment Partners's headquarters?
The headquarters of Wellesley Investment Partners are situated at 75 Central St, Wellesley MA
What is Wellesley Investment Partners's phone number?
Wellesley Investment Partners's contact number is (781) 431-1325.
What is Wellesley Investment Partners's official website?
The official website of Wellesley Investment Partners can be found at wellesleyinvestmentpartners.com.
What is Wellesley Investment Partners's current revenue?
As of August 2019, Wellesley Investment Partners's annual revenue reached $1B.
How many employees does Wellesley Investment Partners currently have?
Wellesley Investment Partners employs approximately 3+ people as of August 2019
Which industries is Wellesley Investment Partners primarily operating in?
Wellesley Investment Partners operates in the following industries: Investment Management
What are Wellesley Investment Partners's industry tags?
Wellesley Investment Partners's industry tags include: Investment Bank/Securities Brokerage, Management Investment, Open-ended

Employee Directory

Key Employees

Louis Crosier

President

Phone Email

Susan Covo

PROJECT MANAGER

Phone Email

John Balder

GLOBAL STRATEGIST

Phone Email

Susan Black

CHIEF PLANNING OFFICER

Phone Email