Forbes announces the top women wealth advisors for 2019Cofounder of Wellesley Asset Management named for second consecutive year
May 09, 2019 — WELLESLEY, Mass.–(BUSINESS WIRE)–Darlene Murphy CPA, CFP®, President, Portfolio Manager and Co-Founder of Wellesley Asset Management, Inc. was recently named to Forbes’ list of America’s Top Women Wealth Advisors for the second consecutive year. Ms. Murphy ranked #41 nationwide out of the 250 women selected, and #5 in Massachusetts.
Darlene commented, “I am thrilled to be named to this prestigious national ranking once again. I’m also happy to see so many women doing the very important work of helping individuals, families and non-profits accomplish their financial goals. It is gratifying work and I’m happy to be recognized for it.”
Chief Investment Officer, Michael Miller added, “Our entire firm congratulates Darlene on this significant ranking. We are pleased that our firm continues to be recognized by these types of rankings – an affirmation of our strategy of investing in convertible bonds with the goal of 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. 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 and Darlene Murphy, CPA, CFP®, Wellesley invests in convertible bonds deploying absolute return-seeking strategies. Additional information about the firm is available at www.wellesleyassetmanagement.com.
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.