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Who's Moving Where In Wealth Management? – Wellesley, Raymond James, Others
Editorial Staff
29 March 2024
Wellesley Asset Management Wellesley manages about $2 billion of assets and was founded in 1991.
, a US-registered investment advisor, has appointed David Clott. He will help to manage Wellesley’s line of convertible bond products, and develop new ones, including a market neutral mutual fund – to be launched soon.
An investment professional with 30 years of experience, Clott’s convertible bond investing experience began in the mid 1990s as an analyst at Phoenix Investments. He joined Aviva Investors in 1999 as a US convertible bond portfolio manager and in 2002 Clott founded the Aviva Investors Global Convertible Bond Strategy, launching a European based long-only convertible mutual fund. In 2005 he founded the Morley (Aviva) Convertible Arbitrage hedge fund and in 2009 he founded the Aviva Investors Global Convertible Absolute Return fund.
Raymond James
, which distributes alternative investments, has appointed financial services industry veteran Elijah Davis as senior regional vice president.
Davis will be responsible for building and maintaining relationships with financial intermediaries throughout Arizona, Colorado, Nebraska, New Mexico and Utah.
Prior to joining Pacific Oak, Davis served as a wholesaler at Urban Catalyst where he developed strategies to achieve assigned sales quotas, among other responsibilities. Davis has also worked for Spring Hills Holding and Marketing, Griffin Capital Securities and Walton Securities USA.