Darlene Murphy, President and Co-Founder of Wellesley Asset Management, Ranked by Boston Globe and Working Mother Magazine
October 31, 2018 09:42 AM Eastern Daylight Time
WELLESLEY, Mass.–(BUSINESS WIRE)–Darlene Murphy, CPA, CFP®, President, Co-Founder and Portfolio Manager of Wellesley Asset Management, recently received two prominent rankings from Boston Globe and Working Mother.
Published in the October 28, 2018 Globe Magazine’s “Women & Power” issue, Darlene Murphy was named a Top 100 Woman-Led Business Leader in Massachusetts by the Boston Globe in partnership with The Commonwealth Institute. This is the seventh consecutive year that Ms. Murphy has been included in this prestigious list of women. Leaders were selected based on a variety of factors including revenues, workplace and management diversity, and innovation. An award ceremony breakfast was held on October 26, 2018 at the Boston Marriott Copley to honor this year’s top 100 finalists.
Additionally, Ms. Murphy and Wellesley Asset Management were included for the second time in the second annual “Top Wealth Advisor Moms” list published in Working Mother magazine in partnership with SHOOK Research in October 2018. Criteria for the “Top Wealth Advisor Moms” list included investing process, client retention, industry experience, compliance record, assets under management, revenue, as well as being a mom to children under the age of eighteen.
“I am honored to be included in both of these lists of accomplished women,” said Darlene Murphy. “Increasingly, women-led businesses are flourishing in our economy and it is great to see so many women thriving in their professional careers while also, for many of these women, balancing home and family responsibilities.”
Michael Miller, CFIP, Chief Investment Officer of Wellesley Asset Management, commented: “It is an honor for Darlene and our firm to be included again on these two important lists dedicated to professional women. Recognitions like these confirm the trust that we and our clients have in our convertible bond investing strategy.”
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 exceeding $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 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.wellesleyassetmanagment.com.
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.