Matt Murphy Email & Phone Number
Relationship Manager - Eastern Division @ Jensen Investment Management
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Matt Murphy Location
- Cincinnati, OH, US
Matt Murphy Work
- 2024 -now Relationship Manager - Eastern Division @
- 2020 -2023 Sr Client Portfolio Manager, Pacific Funds-Central US @
- 2014 -2019 VP, RIA and Family Office Wealth Solutions Group @
- 2009 -2013 VICE PRESIDENT-Central Region, RIA and DCIO Sales and Marketing @
- 2003 -2007 SVP-Sales and Marketing, Midwest @
- 1997 -2002 VP-Marketing and Sales Midwest @ Berger Funds
- 1994 -1997 REGIONAL ACCOUNT REP-Chicago Metro Region @ FOR SCHWAB ADVISOR SERVICES (CHICAGO)
Matt Murphy Education
- University of Dayton
BACHELOR OF ARTS (AMERICAN STUDIES)
1987-1991 - St. Xavier High School
Diploma (General)
1986-1987 - Strake Jesuit College Prep 1983-1987
Matt Murphy Skills
- Alternative Investments
- Financial Advisory
- Series 63
- Separate Accounts
- Fixed Income
- Sales
- Series 3
- Portfolio Management
- Dcio
- Investments
- 401k
- Asset Allocation
- Strategy
- Financial Services
- Wealth Management
- Sales Management
- Mutual Funds
- Investment Strategies
- Marketing
- Asset Management
- Nonprofits
- Cash Balance Fund Sales
- Customer Service
- Dcid
- RIA
- Project Management
- ETFs
- Cif
- AIF
- Commodity Futures Representative
- Series 7
- Securities
- Hedge Funds
- Investment Management
Matt Murphy Summary
- Matt Murphy, based in Cincinnati, OH, US, is currently a Relationship Manager - Eastern Division at Jensen Investment Management. Matt Murphy brings experience from previous roles at Pacific Asset Management, BNY Mellon, Payden & Rygel and Harbor Capital Advisors. Matt Murphy holds a 1987 - 1991 BACHELOR OF ARTS in AMERICAN STUDIES @ University of Dayton. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Separate Accounts, Fixed Income and more. Matt Murphy has 2 emails on RocketReach.
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