Michael Miller
Michael Miller is the President and Chief Investment Officer of Wellesley Asset Management. With more than 15 years of experience in fixed income and financial planning, he educates financial advisors, plan sponsors, registered investment advisors, and asset allocators on the perks of convertible bond investing. Miller is also a prominent writer of white papers and market commentaries. He frequently speaks at national conferences, introducing investment professionals to the convertible bond asset class.
Michael Miller Professional Experience / Academic History
Professional Experience
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President and Chief Investment Officer
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Chief Investment Officer
Academic History
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Master of Business Administration (MBA)
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BS in Business Administration
RESPONSIBILITIES AT WELLESLEY ASSET MANAGEMENT
- Directing the firm’s trading, private client, and institutional teams
- Overseeing day to day operations, strategic planning, and execution
- Managing the firm’s mutual funds, separately managed accounts, and private fund
- Conducting convertible bond research and product development
- Analyzing and monitoring portfolio holdings
- Communicating performance, portfolio, and fund data
- Constructing and analyzing client portfolios
- Working directly with some of the firm’s institutional clients
AWARDS AND RECOGNITIONS
- In February 2021, Miller was recognized by Forbes in the list of 2021 Best-In-State Wealth Advisors.
- In July 2020, he was recognized by Forbes Magazine as a Top Next-Generation Wealth Advisor, ranking #1 in Massachusetts for the fourth consecutive year and #6 nationwide.
- In January 2020, he was recognized by Forbes as a Best-In-State Wealth Advisor in Massachusetts for the second consecutive year.
LICENSES AND CERTIFICATIONS
- Certified Fixed Income Practitioner
CURRENT APPOINTMENTS
- Member of the Financial Planning Association