Greg Miller, CPA
Founder, CEO, Portfolio Manager
Greg founded 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 absolute return-seeking philosophy of Wellesley Asset Management 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 approximately $2 billion in convertible bonds for high and ultra-high net worth individuals, registered investment advisors, banks, pensions, wirehouses, financial advisors, and other investment professionals nationwide.
Greg was ranked a Top 100 Independent Financial Advisor by Barron’s for eight years in a row (2011-2018). 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 February 2021, Greg was recognized by Forbes as a Best-In-State Wealth Advisor in Massachusetts for the third consecutive year. In August 2020, he 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 20 years had his own CPA firm. Greg graduated from Boston University and holds an MBA with high distinction from Babson College. He lectures frequently on absolute return investing deploying convertible bonds to other investment professionals, institutional clients, pensions, registered investment advisors, and high net-worth individuals. Greg lives with his wife in Durham, NH.