Michael D. Miller, CFIP
President, Chief Investment Officer, Principal
As President and Chief Investment Officer of Wellesley Asset Management, Inc. and a Portfolio Manager of the firm’s mutual funds, separately managed accounts and private fund, Michael is an integral part of the firm’s executive management team. He directs the firm’s trading, private client, and institutional teams and oversees day to day operations, strategic planning and execution. Michael is responsible for convertible bond research and product development, analyzing and monitoring portfolio holdings, and communicating performance, portfolio and fund data. He also constructs and analyzes client portfolios.
In addition to his capacity as President and Chief Investment Officer, Michael works directly with some of the firm’s institutional clients. Michael uses his fifteen-plus years of fixed income and financial planning experience to guide and educate many financial advisors, plan sponsors, registered investment advisors and asset allocators on the benefits of convertible bond investing.
Michael frequently speaks at national conferences, instructing and introducing investment professionals to the convertible bond asset class. Additionally, Michael educates both clients and investment professionals, regularly authoring white papers and market commentaries.
In July 2020, Michael 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, Michael was recognized by Forbes as a Best-In-State Wealth Advisor in Massachusetts for the second consecutive year.
Michael is a Certified Fixed Income Practitioner and a member of the Financial Planning Association. He received his Bachelor of Science degree in Business Administration from American University’s Kogod School of Business in Washington, DC, where he specialized in finance, and his Master of Business Administration degree from Babson College F.W. Olin Graduate School of Business.
Michael resides with his wife and two daughters in Wayland, Massachusetts.