Gerald R Russo

Employer firm

Wellesley Asset Management, Inc. CRD 116176

$1.99B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Wellesley Asset Management, Inc.
  Wellesley, MA
• 05/2015 → 12/2016
  Northern Lights Distributors, Llc
  Omaha, NE
• 01/2017 → Present
  Foreside Fund Services, Llc
  Wellesley, MA

Other Businesses

1) Wellesley Asset Management, Inc., Investment Related, Wellesley, MA, Began 01/01/2017; Sales to Financial Professionals, Executive Director, Oversee institutional sales; 160 hours per month with 120 hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-18
• S63 Uniform Securities Agent State Law Examination
  1997-03-14

Other Names

• Jay Russo
• Gerald Robert Russo