Stephen Murray, Cfa, Caia
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Stephen Murray, Cfa, Caia Email & Phone Number

Client Portfolio Manager at LPL Financial
Location: Greater Boston, United States 4 work roles 2 schools
1 work email found @harvestcap.com 4 phones found area 603, 609, and 203 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email s****@harvestcap.com
Direct phone (603) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LPL Financial
Role
Client Portfolio Manager
Location
Greater Boston, United States
Company size
7900 employees

Who is Stephen Murray, Cfa, Caia? Overview

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Quick answer

Stephen Murray, Cfa, Caia is listed as Client Portfolio Manager at LPL Financial, a with 7900 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at harvestcap.com, phone signal with area code 603, 609, 203, and a matched LinkedIn profile for Stephen Murray, Cfa, Caia.

Stephen Murray, Cfa, Caia previously worked as Client Portfolio Manager at Eldridge Investment Advisors and Administrative Associate at Lpl Financial. Stephen Murray, Cfa, Caia holds Bachelor Of Arts (B.A.), Economics from Connecticut College.

Company email context

Email format at LPL Financial

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*@harvestcap.com
68% confidence

AeroLeads found 1 current-domain work email signal for Stephen Murray, Cfa, Caia. Compare company email patterns before reaching out.

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Profile bio

About Stephen Murray, Cfa, Caia

My research capabilities span asset classes and include: global equities, fixed income, real assets, commodities, Insurance linked securities (ILS), peer to peer lending and other alternative investments. I uncover value and risk within and between these asset classes. My research covers both liquid and illiquid structures including mutual funds, interval funds, ETFs, individual stocks and bonds and limited partnerships. I combine these asset classes to build portfolios that target attractive risk adjusted returns. As client portfolio manager, I translate this research into the client experience. I first understand the unique goals and objectives of each client. This includes risk tolerance, time horizon, liquidity needs, taxes and any socially responsible or other specific restrictions. I then construct a portfolio that addresses those needs. On an ongoing basis, I monitor the portfolio and rebalance it as necessary to reflect changing client circumstances or changes in the relative outlook for the different asset classes.

Listed skills include Alternative Investments, Investments, Asset Management, Fixed Income, and 13 others.

Current workplace

Stephen Murray, Cfa, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
Client Portfolio Manager
san diego, california, united states
Website
lpl.com
Employees
7900
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Company profile
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4 roles · 28 years

Stephen Murray, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Client Portfolio Manager

Current
Eldridge Investment Advisors

Manchester, New Hampshire

Feb 2016 - Present

Administrative Associate

Lpl Financial

Manchester, New Hampshire

Registered Representatives associated with this account offer Securities through LPL Financial, Member FINRA/SIPC. for hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Advisory services under the SAM program are offered through Eldridge Investment Advisors, Inc. ("EIA"), a registered investment advisor. Advisory services under other advisory programs are offered through LPL Financial, a registered investment advisor. See relevant program disclosure documents for additional information. EIA and LPL are not affiliated entities. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Portfolio Manager Director Of Research

Harvest Capital Management

Experienced Portfolio Manager and Research Director.

Mar 2008 - Aug 2015

Director

Babson Capital Management
1999 - 2008 ~9 yrs
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

SK Srinivas Kudeti Srinivas Kudeti Colleague at Lpl FinancialJersey City, New Jersey, United States View → TG Thomas Goulder, Cfa Thomas Goulder, Cfa Colleague at Lpl FinancialCharlotte, North Carolina, United States View → NG Nikki Gordon Nikki Gordon Colleague at Lpl FinancialOceanside, California, United States View → TW Tiffinee Walford Tiffinee Walford Colleague at Lpl FinancialCharlotte Metro, United States View → CN Christy Netzler Christy Netzler Colleague at Lpl FinancialSacramento, California, United States View → RG Roni Greenbaum Roni Greenbaum Colleague at Lpl FinancialSan Diego, California, United States View → JM Jay Medders, Cia, Cfsa, Crma, Cfirs Jay Medders, Cia, Cfsa, Crma, Cfirs Colleague at Lpl FinancialCharlotte Metro, United States View → RC Ryan Capuzzi Ryan Capuzzi Colleague at Lpl FinancialUnited States View → TJ Thomas Jolly Thomas Jolly Colleague at Lpl FinancialDenver, North Carolina, United States View → KE Kenoshia Edwards Kenoshia Edwards Colleague at Lpl FinancialCharlotte Metro, United States View →
2 education records

Stephen Murray, Cfa, Caia education

Bachelor Of Arts (B.A.), Economics

Connecticut College

Activities and Societies: Phi Beta Kappa

Education record

St. John'S Prep
FAQ

Frequently asked questions about Stephen Murray, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Stephen Murray, Cfa, Caia work for?

Stephen Murray, Cfa, Caia works for LPL Financial.

What is Stephen Murray, Cfa, Caia's role at LPL Financial?

Stephen Murray, Cfa, Caia is listed as Client Portfolio Manager at LPL Financial.

What is Stephen Murray, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @harvestcap.com for Stephen Murray, Cfa, Caia at LPL Financial.

What is Stephen Murray, Cfa, Caia's phone number?

AeroLeads has found 4 phone signal(s) with area code 603, 609, 203 for Stephen Murray, Cfa, Caia at LPL Financial.

Where is Stephen Murray, Cfa, Caia based?

Stephen Murray, Cfa, Caia is based in Greater Boston, United States while working with LPL Financial.

What companies has Stephen Murray, Cfa, Caia worked for?

Stephen Murray, Cfa, Caia has worked for Eldridge Investment Advisors, Lpl Financial, Harvest Capital Management, and Babson Capital Management.

Who are Stephen Murray, Cfa, Caia's colleagues at LPL Financial?

Stephen Murray, Cfa, Caia's colleagues at LPL Financial include Srinivas Kudeti, Thomas Goulder, Cfa, Nikki Gordon, Tiffinee Walford, and Christy Netzler.

How can I contact Stephen Murray, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Stephen Murray, Cfa, Caia at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Stephen Murray, Cfa, Caia attend?

Stephen Murray, Cfa, Caia holds Bachelor Of Arts (B.A.), Economics from Connecticut College.

What skills is Stephen Murray, Cfa, Caia known for?

Stephen Murray, Cfa, Caia is listed with skills including Alternative Investments, Investments, Asset Management, Fixed Income, Equities, Hedge Funds, Portfolio Management, and Asset Allocation.

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