Charlie Schmidt - Email & Phone Number

General Counsel & Chief Compliance Officer at Wellesley Asset Management, Inc.

Charlie Schmidt is based out of Greater Boston and works at Wellesley Asset Management, Inc. as General Counsel & Chief Compliance Officer.

Charlie Schmidt's Contact Information

Charlie Schmidt's Work email

c*****@wam***.com

Valid

Latest update

June 9, 2026

Location

Greater Boston

Charlie's current employer

Wellesley Asset Management, Inc.

Description

Website

wellesleyinvestment.com

HQ Location

Wellesley, MA, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Wellesley Asset Management, Inc.

Frequent questions about Charlie Schmidt

What company is Charlie Schmidt working for?

Charlie Schmidt works for Wellesley Asset Management, Inc..

What is Charlie Schmidt's function at Wellesley Asset Management, Inc.?

Charlie Schmidt is General Counsel & Chief Compliance Officer at Wellesley Asset Management, Inc..

Where is Charlie Schmidt based?

Charlie Schmidt is based out of Greater Boston.

What is Charlie Schmidt's work email address?

Charlie Schmidt's professional email address is c*****@wam***.com

Who are Charlie Schmidt's co-workers?

Charlie Schmidt's colleagues are Darlene Murphy, Michael Miller, Tom LaHaise, Dawn Baillie, Paul Chamberlain, Arik Schechet, Michael Foley, Peter Barry, Taylor Morrison, Stephen Marzo, Dan Savoie, Jim Wiegel, Jay Russo, Louis Catone, Dennis Scarpa, Jim Buckham, Luke Manory, Brooke Whitaker, Nicholas Felici, Simone Fu, Stephen Martino, Howard Needle, Dan Mitchell, Paul Samuels.

Charlie's co-workers

Darlene Murphy

Owner & Co-founder

Michael Miller

President & Chief Investment Officer

Tom LaHaise

Senior Vice President

Dawn Baillie

Vice President-Compliance

Paul Chamberlain

Vice President - Sales

Arik Schechet

Vice President Relationship Management

Michael Foley

Senior Vice President

Peter Barry

Vice President of Finance

Taylor Morrison

Senior Vice President, Private Clients Group

Stephen Marzo

Vice President, Senior Analyst

Dan Savoie

Vice President - Inside Sales at Wellesley Asset Management, Inc.

Jim Wiegel

National Accounts Manager & Executive Vice President

Operations Specialist

Brooke Whitaker

Marketing Manager

Nicholas Felici

Convertible Bond Trader

Simone Fu

Staff Accountant

Stephen Martino

Registered Investment Advisor

Howard Needle

Portfolio Manager, Wellesley Asset Management

Dan Mitchell

Chief Compliance Officer/ General Counsel

Paul Samuels

Treasurer Through 2018; Retired/Consultant Since 2018

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