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.
Wellesley Asset Management, Inc.
Mary Lou Signorelli, 781-416-4000