Greg Miller, CPA
Founder, CEO, Portfolio Manager
CEO and founder of Wellesley Asset Management in 1991, Greg draws on over thirty-five years of investment and financial experience. Greg is a nationally recognized provider of investment advisory services deploying convertible bonds. As CEO and Portfolio Manager, he has directed the firm’s limited risk investing philosophy for over twenty-five years with the primary goal of principal protection combined with investment growth. Greg and the team at Wellesley Asset Management currently manage over $2 billion in convertible bonds for high net-worth individuals, registered investment advisors, banks, pensions, wirehouses, financial advisors, and other investment professionals nationwide.
Greg is the author of an Amazon bestselling book, Outrunning the Bear: How You Can Outperform Stocks and Bonds with Convertibles. Greg was ranked a Top 100 Independent Financial Advisor by Barron’s for eight years in a row. In Barron’s September 2018 Top 100 list, he ranked #1 in Massachusetts and #2 nationwide. Barron’s also ranked Greg #1 in Massachusetts in its March 2019 list of America’s Top 1,200 Financial Advisors for the fifth consecutive year. In January 2020, Greg was recognized by Forbes as a Best-In-State Wealth Advisor in Massachusetts for the second consecutive year. In August 2020, Greg was again recognized by Forbes on their list of America’s Top 250 Wealth Advisors.
Greg worked with an international accounting firm and for over twenty years had his own CPA firm. He graduated from Boston University and holds an MBA with high distinction from Babson College. Greg lectures frequently on absolute return investing deploying convertible bonds to high net-worth individuals, registered investment advisors and other investment professionals.