If you need more lookups,
subscriptions start at $34 USD/month.
Brian Murphy Location
Portland, OR, US
Brian Murphy Work
Advisor @ (March 2026 - Present)
Vice President | Relationship Manager @ (June 2023 - March 2026)
Senior Wealth Management Analyst @ (September 2017 - June 2023)
Asset Management Associate @ (May 2014 - September 2017)
Client Service Associate @ Umpqua Investments, Inc. (August 2008 - May 2014)
Brian Murphy Education
Portland State University
Master's degree (Financial Analysis)
2011-2013
Linfield University
Bachelor of Science (BS) (Finance, General)
2004-2008
Brian Murphy Skills
Asset Allocation
Asset Management
Benchmarking
Equities
Finance
Financial Analysis
Financial Planning
Financial Services
Investment Advisory
Investments
Microsoft Excel
Mutual Funds
Portfolio Management
Retirement Planning
Securities
Series 63
Series 7
Valuation
Wealth Management
Brian Murphy Summary
Brian Murphy, based in Portland, OR, US, is currently a Advisor at Vista Capital Partners. Brian Murphy brings experience from previous roles at Graystone Consulting from Morgan Stanley, M Financial Group and Umpqua Investments, Inc.. Brian Murphy holds a 2011 - 2013 Master's degree in Financial Analysis @ Portland State University. With a robust skill set that includes Asset Allocation, Asset Management, Benchmarking, Equities, Finance and more. Brian Murphy has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Brian Murphy?
Find contact details for 700 million professionals.