Archive for August, 2011

First Wellesley Voted Top Consulting Firm

August 2, 2011   Posted in Uncategorized | No Comments | Email This Post | Print This Post


Honored by Banker & Tradesman for Fourth Year in a Row

Wellesley Hills, MA, August 2, 2011 — First Wellesley Consulting Group, Inc. has been named the Banker & Tradesman Best of 2011 Gold Award winner in the Bank Consultant category.  First Wellesley is honored and pleased to be designated the top bank consultant by the Banker & Tradesman 2011 Readers’ Poll.

“We are truly honored to have been chosen again by the Banker & Tradesman readers.  We thank the readers, our clients and colleagues for their confidence in us,” said James D. Jones, President/CEO, First Wellesley Consulting Group, Inc.

Banker & Tradesman, founded in 1872 and headquartered in Boston, MA, is published by the Warren Group.  The Warren Group provides comprehensive banking and real estate news and data throughout New England.

  • The readers’ poll honored the best providers of services in the banking and real estate professions.
  • Over 40,000 votes were cast for the providers that they believe are best in numerous banking categories.
  • “This is a subjective, not objective poll.  It does not measure who writes the most business, who has the most revenue or the most customers.  It does measure the loyalty and satisfaction readers have with vendors.  It is an opportunity for readers to speak up for those providers they believe are the best,” said Vincent Michael Valvo, Group Publisher and Editor-in-Chief, Banker & Tradesman.

About First Wellesley

First Wellesley Consulting Group, Inc. ( was established in Wellesley Hills, MA, in 1991. First Wellesley is a national professional services firm specializing in the financial services and mortgage industries and provides strategic planning, consulting, research, presentation and SurveyMatters™ polling services.

Consulting services include lending strategy, technology and organizational optimization and best practice process reengineering.  Clients include Fortune 500, Inc. 500, and other companies, including national and community banks, vendors and trade associations.  First Wellesley is a member of the Massachusetts Bankers Association.

James D. Jones, a 32-year industry veteran, is a nationally known speaker who discusses innovative strategies, best practices, emerging technologies and industry trends. He is a former bank executive, mortgage banker and Big 4 consultant.  He speaks nationally at industry conferences to CEO, director and management audiences and educates industry professionals in strategy and technology.  Mr. Jones serves on the core faculty of the New England School for Financial Studies.  He is the author of Strategic Planning for Mortgage Lenders, published by the Mortgage Bankers Association, and is designated as an MBA Master Faculty Fellow.


About Jim Jones

James D. Jones, a national speaker for 16 years, has presented to financial services and mortgage audiences for organizations of all sizes.More >


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