• August 14, 2020

Forbes Announces the Top Next-Gen Wealth Advisors for 2020: Michael Miller of Wellesley Asset Management Ranked #1 in Massachusetts and #6 Nationwide - Odessa American: Business

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Forbes Announces the Top Next-Gen Wealth Advisors for 2020: Michael Miller of Wellesley Asset Management Ranked #1 in Massachusetts and #6 Nationwide

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Posted: Monday, July 27, 2020 7:01 am

WELLESLEY, Mass.--(BUSINESS WIRE)--Jul 27, 2020--

Michael Miller, CFIP, President and Chief Investment Officer of Wellesley Asset Management, Inc. was recently ranked by Forbes as the #1 Next Generation Wealth Advisor in Massachusetts, achieving the state’s top spot for the fourth consecutive year. Miller also ranked prominently on Forbes’ national list, ranking #6 out of the 500 advisors included in the 2020 roster.

R.J. Shook, Forbes Contributor, wrote, “With an average tenure of over 16 years for these advisors, there's a reason millions of families are entrusting their future with this group: they have proven that they stand among the very best in wealth management. Sandwiched between generations, these advisors are eagerly sought by the industry to best serve families. They're seasoned. They've lived through market cycles. And their deep relations with families—often representing three or more generations—position them among the best wealth management has ever seen.”

“The entire team at Wellesley Asset Management congratulates Michael on these two impressive rankings,” said Greg Miller, CPA, Founder, Chairman and CEO of Wellesley Asset Management. “Michael’s knowledge of our investment strategy and his leadership expertise are essential to the success of our firm as we introduce another generation to the benefits of investing in our convertible bond strategy.”

Michael Miller commented, “I am most appreciative to receive these prominent rankings again this year—a significant honor for me as well our firm, and a tribute to the convertible bond investment strategy that we have provided to our clients for over twenty-five years. Especially during periods of market volatility, we remain confident about offering investment products that seek to grow wealth while protecting principal.”

About Wellesley Asset Management, Inc.

Wellesley Asset Management (Wellesley) is an SEC registered investment advisory firm located in Wellesley, Massachusetts specializing in the management of convertible bonds through separately managed accounts, mutual funds and a private fund. Managing assets exceeding $2 billion, Wellesley is a trusted advisor to a diverse client base serving high and ultra-high net-worth individuals, registered investment advisors, institutions, pensions, and other investment professionals. Founded in 1991, by Greg Miller, CPA, Wellesley invests in convertible bonds deploying absolute return-seeking strategies. Additional information about the firm is available at www.wam.com.

About Forbes

Forbes Inc. has enjoyed a long history as one of the most successful and recognized publishers of financial news and information and ranks as one of the top 15 highest-grossing magazine publishers. Forbes magazine and international editions are read by more than five million people. In addition to the flagship magazine, the company produces Forbes.com, a leading online business site.

Disclosures:

All investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

Rankings should not be viewed as representative of any one client’s experience and should not be taken as an indication or guarantee of performance by Wellesley Asset Management and any of its clients. Working with a highly ranked advisor does not ensure that a client will experience a higher level of performance or guarantee results.

Forbes ’ rankings do not imply endorsement or sponsorship of any company or organization. Rankings are based upon an extensive survey submitted by the advisor and is limited only to participating advisors. The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

View source version on businesswire.com:https://www.businesswire.com/news/home/20200727005054/en/

CONTACT: Wellesley Asset Management, Inc.

Mary Lou Signorelli, 781-416-4000

msignorelli@wam.com

KEYWORD: MASSACHUSETTS UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: BANKING PROFESSIONAL SERVICES FINANCE

SOURCE: Wellesley Asset Management

Copyright Business Wire 2020.

PUB: 07/27/2020 08:00 AM/DISC: 07/27/2020 08:01 AM

http://www.businesswire.com/news/home/20200727005054/en

© 2020 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.

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