Kevin Murphy, Cfa,Caia,Tep Email and Phone Number
Kevin is a seasoned investment and trust professional with a Chartered Financial Analyst, Chartered Alternative Investment Analyst and Trust and Estate Practitioner developed with a solid 30 years of expertise working with top tier global banks and family offices. At which Kevin acquired well rounded experience in senior management roles, portfolio management, green/ESG investing, investment & operational due diligence, accredited investor sourcing, equity and capital sourcing, captive insurance, trust and private banking. His main investment focus is within niche private assets such as real estate (BFR, student housing, logistics and hospitality), early and mid-stage VC, private equity and private credit.Kevin currently sits as a board director on a client company. Kevin is a full member of CFA Institute, CAIA Association, STEP along with serving as a resource council member for the Family Office Association and past president of CFA Miami.Email - kevin@rswcapital.coWhat’s App - 786-643-7039Miami mobile - 786-643-7039
Rsw Capital
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Chief Investment Officer And Founding PartnerRsw CapitalFlorida, United States
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Chief Investment Officer/Founding PartnerRsw Capital Nov 2021 - PresentRSW Capital's seasoned professionals providecustomized alternative investment solutions with akey focus on real estate, venture capital, privateequity and private credit to achieve their clientswealth management goals.RSW Capital works with both FO/UHNW investors andcompanies to create the perfect alignment of theirgoals and help curate their private asset portfolios.We consider both current market trends and globalmicro and macro long term economic factors in theprivate asset selection process.Additionally, we work side by side with companiesand private funds to assist in structuring, duediligence, and capital formation needs along thecapital stack. The Florida based firm was foundedat the beginning of 2022 by Kevin Murphy andChad Cormier. -
Institutional Investment ConsultantLom Financial Group - Asset Management Oct 2017 - Nov 2021Institutional Investment Consultant covering global markets for all asset classes an advising international corporate (captive insurance, family office) and private clients. Utilizing all of my broad based skill set attained over 20 years of wealth management roles.* spearheading two targeted wealth management projects to drive new business for private client an institutional clients (captive insurance, green/impact investing).* participating in extensive networking locally/globally (STEP conferences, etc) to build the LOM Financial brand awareness.* sit on the Investment Management Committee.
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Senior Investment ConsultantRbc Wealth Management May 2012 - 2015Toronto, Ontario, CaSenior regional (Caribbean) Investment Consultant supporting internally/externally RBC Wealth Management distribution channel globally.*Support/Develop the implementation of investment advisory and discretionary global investment management solutions across all target markets (institutional and private client) and across all asset classes.*Represent/Market the "House View" on investments across the Caribbean and disseminate to all client facing professionals (co host weekly regional investment call, market Caribbean investment capabilities externally). Past Chair of the Caribbean Discretionary Investment Management Committee. *Assist/Support in the completion of special projects to ensure the investments offering in the Caribbean to be a world class, globally competitive investment platform. -
Senior Vice President/Strategic Wealth Advisor, Personal Asset ManagementSuntrust Bank May 2010 - Apr 2012Charlotte, Nc, UsSenior regional portfolio manager supporting wealth management client advisors in retaining/expanding both high net worth and ultra high net worth client relationships.• Manage both taxable and non taxable investment portfolios and advise both domestic and international clients on achieving long term objectives with a holistic investment approach.• Member of 2011 Chairman's Club for sales ($35 million). Member of the 2010, 2011 Presidents Club for sales ($25 million).• 100% client retention in 2010 after taking over from a high level employee defection. -
Senior Portfolio Manager / Vice-President, Bny Mellon Wealth ManagementBank Of New York Mellon 2006 - 2009Managed the former legacy BNY Miami investment group.• Advised and administered both taxable and non taxable investment portfolios of high net worth personal trust clients and assisted with the development of new relationships.• Employed a diversified asset allocation approach including large and small cap domestic, international, emerging market, commodity and real estate equity and fixed income investments, which fulfilled client objectives.• Sat on the Fiduciary Review Committee that met on a monthly basis to review all trust structures and make sure all objectives and trust terms were being followed and compliance issues addressed.• Achieved strong new business results in first full year of management, 50% ahead of new business goal ($20 million). AUM in excess of $225 million.• Attained 100% client retention for 2006,2007 and 2008.
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Vice President, Global Wealth StructuringCitigroup 2005 - 2006New York, New York, UsOversaw and responsible for global oversight/approval of investment issues/requests involving all discretionary offshore trusts within Citigroup’s $2 billion global trust division.• Appointed management responsibility for the investment risk oversight committee with 100% successful completion of corrective action plan, addressing non-complaint portfolios.• Developed a revised fiduciary review procedure implemented in 2007. • Sat on the global Fiduciary Review Committee that met on a quarterly basis, to review all trust structures and make sure all objectives and trust terms being followed and compliance issues addressed.• Conducted ultra high net worth client reviews and developed rebalancing strategies, which achieved client investment objectives.• Trained both bankers and trust officers in a new discretionary investment trust procedure, projected to increase trust services usage by private bankers. -
Portfolio Manager/ Vice President Northern Trust Bank Of FloridaNorthern Trust Bank 1998 - 2005Portfolio manager with primary focus of ongoing active investment and development of personal trust relationships involving taxable and non-taxable portfolios as well as institutional portfolios.• Grew book of business from less than $100 million to over $350 million through existing client referrals and assisting new business development efforts.• Annual account retention rate better than 95% including bear market years.• Developed a reputation for being able to successfully manage some of the most difficult client relationships.
Kevin Murphy, Cfa,Caia,Tep Education Details
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Cfa InstituteCfa -
Caia Association
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StepTep
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University Of WindsorBusiness
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St. Clair CollegeChemistry
Frequently Asked Questions about Kevin Murphy, Cfa,Caia,Tep
What company does Kevin Murphy, Cfa,Caia,Tep work for?
Kevin Murphy, Cfa,Caia,Tep works for Rsw Capital
What is Kevin Murphy, Cfa,Caia,Tep's role at the current company?
Kevin Murphy, Cfa,Caia,Tep's current role is Chief Investment Officer and Founding Partner.
What schools did Kevin Murphy, Cfa,Caia,Tep attend?
Kevin Murphy, Cfa,Caia,Tep attended Cfa Institute, Caia Association, Step, University Of Windsor, St. Clair College.
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