Forbes Announces the Top Women Wealth Advisors for 2019: Darlene Murphy of Wellesley Asset Management Ranked One of America’s Top 50 for the Second Consecutive Year
May 9, 2019 09:46 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 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.
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. Forbes’ rankings (in partnership with SHOOK Research) 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.