Michael David Miller
Presidente en Wellesley Asset Management, Inc. .
Perfil
Mr. Michael D.
Miller is a President, Chief Investment Officer & Principal at Wellesley Asset Management, Inc. He is 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.
Mr. Miller 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, Mr. Miller works directly with some of the firm’s institutional clients.
Michael uses his ten-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.
He received his Bachelor of Science degree in Business Administration from American University’s Kogod School of Business in Washington, DC, where he specialized in finance, and his Master of Business Administration degree from Babson College F.W.
Olin Graduate School of Business.
Cargos activos de Michael David Miller
Empresas | Cargo | Inicio |
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Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Presidente | 01/05/2008 |
Formación de Michael David Miller.
Babson College | Masters Business Admin |
The American University Kogod School of Business | Undergraduate Degree |
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Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Finance |
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