Greg Miller
Amministratore Delegato presso Wellesley Asset Management, Inc.
Profilo
Mr. Greg Miller is a Founder, Chief Executive Officer & Portfolio Manager at Wellesley Asset Management, Inc. Mr. Miller over thirty-five years of investment and financial experience.
He is a nationally recognized provider of investment advisory services deploying convertible bonds.
As Chief Executive Officer 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.
Mr. Miller was employed as a Principal by Pricewaterhousecoopers LLC.
He 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.
He lectures frequently on absolute return investing deploying convertible bonds to high net-worth individuals, registered investment advisors and other investment professionals.
Posizioni attive di Greg Miller
Società | Posizione | Inizio |
---|---|---|
Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Amministratore Delegato | 01/01/1991 |
Precedenti posizioni note di Greg Miller
Società | Posizione | Fine |
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Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
Formazione di Greg Miller
Boston University | Undergraduate Degree |
Babson College | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Finance |
Pricewaterhousecoopers LLC |
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