James B. Murphy, Cfa Email & Phone Number

South Florida

I'm a Past President of the local CFA Society with approximately 500 members. My past Board of Director's positions with the Society also included Vice President and Membership Chair. I retired after serving 14 years on the Board of Directors.

West Palm Beach, Florida Area

-Managed the firm’s portfolio of equity and fixed income assets for high net worth clients, trusts and businesses.-Member of the Investment Committee that administers the firm’s approved investments and makes decisions on tactical investment plans. -Responsibilities included training and advising other staff members.

Palm Beach Gardens, Fl

Senior Investment Strategist responsible for structuring the portfolios of high net worth clients utilizing an open architecture platform for both trust and investment advisory accounts. I meet with clients to discuss their asset allocation, investment performance, the economy, the markets and make any necessary changes to the portfolio. I develop new business through existing clients and professionals in related fields.

Palm Beach, Florida

I managed investment advisory and trust portfolios for high net worth individuals. I worked with clients to choose an investment objective, determine the asset allocation and specific type of portfolio and establish any constraints or customized aspects of the portfolio. I conducted meetings and conference calls with clients to discuss the investment performance, the economy and the markets and make any necessary changes to the portfolio . I also marketed our investment management services to Financial Advisors. I met with interested prospects to explain our services, answer questions and help bring them on as new clients.

Palm Beach, Florida

Senior Portfolio Manager in the Private Investors unit of Merrill Lynch Investment Mangers where I managed over $500 million in investment advisory and trust portfolios.

Palm Beach, Florida

I managed investment advisory and trust accounts for high net worth individuals. I worked with Client Advisors to bring in new business to the firm. I also participated in client and prospect events for clients and prospects.

Atlanta, Georgia

I was a portfolio manager in the Personal Investment Counseling group of the Trust and Investment Management Department. I also helped Business Development Officers in prospect meetings.

World Wide

I served on active duty as a infantry platoon commander, weapons platoon commander, rifle company executive officer and legal officer. I attained the rank of Captain and was honorably discharged after fulfilling my active duty and reserve committment.

Chartered Financial Analyst (Cfa)

Master Of Business Administration (M.B.A.), Business Administration

Bachelor Of Science, Business Administration