CoverProfile

Dan Murphy

Principal and Portfolio Manager

Kovitz

United States, Wisconsin, Madison

About Me

Dan Murphy is a Portfolio Manager and Principal at the Madison office of Kovitz. He heads the investment team with responsibility for the team's investment policies, asset allocation and security selection decisions. As a Portfolio Manager he is involved with all aspects of the active management of clients’ equity, fixed income and balanced investment portfolios. Prior to joining Northern Capital Management, Dan was a partner and senior investment analyst with Brinson Partners, Inc. in Chicago, IL (UBS Brinson) prior to which he was an investment officer and equity analyst with Ameritrust Bank (KeyCorp) in Cleveland, OH. Dan is a graduate of the Applied Security Analysis and Investment Manag
View more

Profile Information

Principal and Portfolio Manager

Kovitz

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Madison

Wisconsin

United States

May 15, 2024

More profiles to browse

Profile Photo
Jonathan Shapiro
Principal, Founder, Investment Team Member
MK
Mitchell Kovitz
Principal, Founder, Vice Chairman, Focus Financial Partners, Co-Chief Investment Officer
RB
Robert Burnstine
Portfolio Manager
Profile Photo
Mark Rosland
Principal, Head of Wealth Management and Investment Committee Member

You Might Like

RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth