Archive for October, 2015

First Wellesley Voted Top Consulting Firm

October 19, 2015   Posted in Uncategorized | No Comments | Email This Post | Print This Post

Honored by Banker & Tradesman for the Seventh Year

Wellesley Hills, MA, October 19, 2015 — First Wellesley Consulting Group, Inc. has again received the Banker & Tradesman Best of Gold Award in the Bank Consultant category.  First Wellesley is honored and pleased to be designated the top bank consultant by the Banker & Tradesman 2015 Readers’ Poll.

“We are truly honored to have been chosen for the seventh year by 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.

  • Since early July, Banker & Tradesman conducted an online survey of readers. It promoted this project via ads in the newspaper, emails to thousands of readers and customers of Banker & Tradesman, and through its website, Readers responded by the thousands to voice their opinions.
  • The polling measures 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.
  • The readers’ poll honors the best providers of services in the banking and real estate professions- the companies that have won the loyalty and support of the Bay State’s financial and real estate communities.

About First Wellesley Consulting Group, Inc.

First Wellesley Consulting Group, Inc. ( was established in Wellesley Hills, MA. The 24-year old firm, founded in 1991, is a national professional services firm specializing in the financial services and mortgage industries. First Wellesley offers strategic and succession planning, lending consulting, SurveyMatters™ instant polling, professional development and education. Lending consulting services include strategy, organization, technology and best practice process redesign.  Clients include Fortune 500, FinTech100, Inc. 500, and other leading financial institutions, technology companies, regulatory organizations and national and state trade associations.  First Wellesley received the Banker & Tradesman Best of 2015 Gold Award in the Bank Consultant Category, its seventh year of recognition.  It is an associate member of the Massachusetts Bankers Association.

Mr. Jones, a 36-year industry veteran, is a nationally known speaker who focuses on the future of the industry, innovation, best practices and emerging technologies. He is a former bank and mortgage executive and Big 4 consultant.  He speaks nationally to CEO, director and senior 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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