Forrest Murphy Email & Phone Number
Model Portfolio Specialist @ Invesco US
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Forrest Murphy Location
- Denver, CO, US
Forrest Murphy Work
- 2025 - now Model Portfolio Specialist @
- 2023 - 2025 Product Manager - Model Portfolios @
- 2021 - 2023 Chief Investment Officer and President of Wealth Management @
- 2018 - 2021 ETF Portfolio Analyst @
- 2014 - 2018 Equity Optimization Portfolio Manager @
- 2014 - 2018 Equity Research Analyst @
- 2012 - 2014 Investment Manager @
Forrest Murphy Education
- University of Minnesota-Duluth
Bachelors of Business Administration (Financial Markets Finance; Financial Planning and Psychology)
2008 - 2012
Forrest Murphy Skills
- Financial Analysis
- Portfolio Management
- Financial Planning
- Investments
- Equity Research
- Equities
- PowerPoint
- Excel
- Research
- Asset Management
- Word
- Microsoft Office
- Industry Analysis
- Financial Markets
- Financial Modeling
- Data Analysis
- Microsoft Excel
- Microsoft Word
- Mutual Funds
- Risk Management
- Investment Strategies
- Strategy
- Financial Advisory
- Finance
- Leadership
- Time Management
- Public Speaking
- Teamwork
- Asset Allocation
- Wealth Management
- Microsoft PowerPoint
- ETFs
- Technical Analysis
- Investment Research
- Model Portfolios
- Investment Selection
- Portfolio Managers
- Business Analysis
- Customer Service
- Management
- Project Management
Forrest Murphy Summary
- Forrest Murphy, based in Denver, CO, US, is currently a Model Portfolio Specialist at Invesco US. Forrest Murphy brings experience from previous roles at Invesco US, Aspen Wealth Strategies , RBC Wealth Management and Wells Fargo. Forrest Murphy holds a 2008 - 2012 Bachelors of Business Administration in Financial Markets Finance; Financial Planning and Psychology @ University of Minnesota-Duluth. With a robust skill set that includes Financial Analysis, Portfolio Management, Financial Planning, Investments, Equity Research and more. Forrest Murphy has 2 emails and 1 mobile phone numbers on RocketReach.
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