- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
CEO and Co-Chief Investment Officer
Greg Miller co-founded Wellesley Investment Advisors (WIA) in 1991 to help clients address the challenge of pursuing investment performance while protecting their portfolios. Greg is the architect of the firm’s investment strategy and a national expert on convertible bonds. Under his leadership, WIA has become one of America’s leading investment management firms, providing investors with advice and hands-on convertible bond investment management services.
Recognized as a thought leader in the investment management world, Greg is a frequent guest speaker at various investment conferences and events. His educational presentations about convertible bond investing are popular with both investment professionals and private investors. Author of Outrunning the Bear: How You Can Outperform Stocks and Bonds with Convertibles, Greg has written numerous articles and has been profiled in various prominent investment and financial publications, including Barron’s, Institutional Investor, Investment Advisor Magazine, and Bloomberg Businessweek. He has been a guest lecturer at Babson College and Boston University. Greg has been ranked a Top 100 Independent Financial Advisor by Barron’s for six consecutive years. In Barron’s August 2016 Top 100 list, he ranked #9 nationwide. In March 2017, Barron’s ranked Greg #1 in Massachusetts in its list of the Top 1,200 Financial Advisors for the third year in a row. Greg is a CPA who practiced public accounting for over 20 years (including at Pricewaterhouse Coopers), a background he finds invaluable as the head of the investment team at Wellesley Investment Advisors.
Greg graduated from Boston University with a Bachelor of Science degree in Business Administration, and holds a Master of Business Administration in Finance with high distinction from Babson College.