Michael D. Miller
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.
Michael has been recognized by Forbes/SHOOK as a Top Next-Gen Wealth Advisor for five consecutive years (2018-2022); in 2022, he was ranked #4 on the Next-Gen Top 100 ranking and #1 in Massachusetts on the Next-Gen Best in State ranking. No compensation was paid by WAM to receive or be considered for the ratings.
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Michael resides with his wife and two daughters in Durham, NH.
Unless otherwise specified, all awards shown are based on the one year period immediately preceding the date listed.