About Us
Darlene Murphy, CPA, CFP®
President
Darlene Murphy, CPA, CFP® has been helping individuals, families and business owners achieve and maintain financial success for over 20 years. Darlene received a Bachelor of Arts Degree in Finance from Simmons College, where she received the Massachusetts Society of CPAs student achievement award. A CPA since 1987, Darlene also holds a Masters in Business Administration from Babson College where she was a recipient of the Douglass Prize for Entrepreneurship. A CFP® certificant, Darlene is the President and founder of Sudbury Wealth Management, Inc., a fee-only comprehensive financial planning and investment counsel firm. Darlene is also co-founder and Director of Wellesley Investment Advisors, Inc., www.wellesleyinvestment.com an investment advisory firm specializing in convertible bond management, and was previously managing partner of a Certified Public Accounting firm.
Ms. Murphy is an active member of her community. She is a member of the Financial Planning Association, and volunteer with the Massachusetts Chapter of FPA. She also participates in the Metrowest Chamber of Commerce, The Sudbury Chamber of Commerce, The Commonwealth Institute, and various other business organizations. Darlene is a past executive board member and treasurer of the Simmons College Alumnae Association, has been an evaluator in the Babson College undergraduate business plan competition, and is an active board member of her church. Darlene is a mom to two active boys and enjoys reading, creative writing, and yoga.
Greg Miller, CPA
Advisory Director
Greg is a co-founder and
Director of Sudbury Wealth Management, Inc. and is CEO of Wellesley
Investment Advisors, Inc.
Greg draws on over thirty years of investment and
financial experience.
Greg is a nationally recognized provider of investment advisory services
specializing in convertible bonds. He has directed the Limited Risk
Investing philosophy of Wellesley Investment Advisors for nearly 20
years with the primary goal of principal protection combined with
investment growth. His extensive background in absolute return investing
has earned the respect of Registered Investment Advisors, financial
planners, and other investment professionals nationwide.
In 2007, Wellesley Investment Advisors, Inc. launched a convertible mutual fund and Greg serves as the Fund manager.
Greg began his career with PricewaterhouseCoopers (formerly Coopers & Lybrand), an international accounting and consulting firm. Subsequently, he formed a CPA firm, and for twenty-five years provided a broad range of financial and consulting services to established business, professionals, and executives. In the context of his work as a CPA, Greg has for many years advised clients on investments and financial planning. In 1991, he and Darlene formed Wellesley Investment Advisors in response to increased demand for investment advice from clients.
Greg graduated from
Boston University with a B.S. degree in Business Administration, and
holds a Master's of Business Administration in Finance with High
Distinction from Babson College. Greg lectures frequently on a broad
range of investment topics to other investment professionals,
institutional clients, and high net worth individuals on topics
including convertible bonds and absolute return investing.
Greg resides with his
family in Weston, Massachusetts.
Michael Pittman
Michael joined Sudbury Wealth Management in 2009. In his role as Client Services Associate, he is responsible for overseeing the details of clients accounts and transactions, and contributes toward the financial planning process. Michael is a recent graduate of Framingham State College, Magna Cum Laude, with a Bachelor of Science in Business Administration and a concentration in Accounting. He was elected a member of Omicron Delta Epsilon, an international honor society in economics, and is also a member of the National Association for Business Economics (NABE).
Michael has worked at the MetroWest Economic Research Center (MERC), where he was co author of the most recent publication "Road to Recovery?" involving analysis of the regional economy. Michael currently resides in Framingham, he enjoys basketball and playing in a men's soccer league.
