Forbes Ranks Darlene Murphy of Wellesley Asset Management One of the Top 50 Women Wealth Advisors in America
May 09, 2018 09:49 AM Eastern Daylight Time
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. Ms. Murphy ranked #40 nationwide out of the 250 women selected.
Darlene Murphy commented, “I am very pleased and proud to be included in this prestigious list of women wealth advisors. It is a reflection on the work of our entire team, and our dedication to our clients over many years. Being a financial advisor is a great career for women, and I hope that lists like these encourage more women to enter what is still a largely male-dominated field.”
Greg Miller CPA, CEO, Portfolio Manager and Co-Founder of Wellesley Asset Management said, “We are proud to be a woman-owned business, and honored to be included in this ranking.”
Michael Miller, Chief Investment Officer added, “Our strategy of investing in convertible bonds, focusing on absolute returns – a different approach to investing – is one of the drivers behind our success. Congratulations to Darlene and our entire firm on this recognition.”
About Wellesley Asset Management, Inc.
Trusted advisors to a global client base, Wellesley Asset Management (Wellesley) is an SEC registered investment advisory firm with assets under management of over $2.5 billion. The firm specializes in the management of convertible bonds through separately managed accounts, mutual funds and a private fund. Wellesley serves high net-worth individuals, registered investment advisors, institutions, pensions, family offices, banks, and other investment professionals. Founded in 1991, by Greg Miller, CPA and Darlene Murphy, CPA, CFP®, Wellesley invests in an absolute return seeking strategy deploying convertible bonds. Additional information about the firm is available at www.wellesleyinvestment.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.
All investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Rankings should not be viewed as representative of any one client’s experience and should not be taken as an indication or guarantee of performance by Wellesley Asset Management and any of its clients. Working with a highly ranked advisor does not ensure that a client will experience a higher level of performance or guarantee results.
Forbes’ rankings do not imply endorsement or sponsorship of any company or organization. Rankings are based upon an extensive survey submitted by the advisor and is limited only to participating advisors. The Forbes’ rankings are based on an algorithm of qualitative and quantitative data rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.