Perfil
Ms. Katie Godfrey is a Senior Analyst at Wellesley Investment Advisors, Inc. She joined Wellesley Investment in July 2009.
Ms. Godfrey provides important support to the investment and trading teams and is responsible for trade formation, allocation and settlement, as well as general reporting, analysis, and monitoring of holdings.
Ms. Godfrey received a dual Bachelor of Science degree in Economics and Finance with cum laude honors from Bentley University in 2009.
Antiguos cargos conocidos de Katie Godfrey.
| Empresas | Cargo | 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 | - |
Formación de Katie Godfrey.
| Bentley University | Undergraduate Degree |
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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 |
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