![Margaret Murphy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Murphy joined the firm in 2004.
Previously a portfolio manager at Everett Harris & Co., she managed portfolios for high net worth families, corporate retirement plans and charitable foundations.
She was formerly an audit senior at Deloitte & Touche.
Ms. Murphy graduated magna cum laude from California State University - Fullerton with a BA in Business Administration.
She is a CFA charterholder and Certified Public Accountant.
| Sociétés | Poste | Fin |
|---|---|---|
Everett Harris & Co.
 Everett Harris & Co. Investment ManagersFinance Everett Harris manages client assets based on each client’s investment objectives, risk tolerance, financial objectives, and any reasonable restrictions imposed by each client. The firm uses a variety of securities when they invest in clients' assets, such as US and foreign equity securities, fixed-income securities, and options. They may also invest a portion of clients' assets in private placements and/or structured notes. Everett Harris employs both quantitative and qualitative research in their investment selection process. | Corporate Officer/Principal | 31/12/2003 |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Comptroller/Controller/Auditor | - |
Nova Scotia Power, Inc.
 Nova Scotia Power, Inc. Alternative Power GenerationUtilities Generates, transmits and distributes wind & solar power for residential, commercial and industrial customers | Public Communications Contact | - |
Bernzott Capital Advisors
 Bernzott Capital Advisors Investment ManagersFinance Bernzott is a classic value investor who takes a focused approach to constructing client portfolios and invests with a long-term mindset. The firm utilizes a bottom-up investment process and applies a quality-first approach to value investing. Bernzott builds portfolios of companies that they believe exhibit high-quality characteristics, as they believe these companies can compound investment returns over long periods and prove resilient in downturns. Portfolios are constructed without regard to the sector and industry weighting of their benchmarks. | Analyst-Equity | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 5 |
|---|---|
Everett Harris & Co.
Everett Harris & Co. Investment ManagersFinance Everett Harris manages client assets based on each client’s investment objectives, risk tolerance, financial objectives, and any reasonable restrictions imposed by each client. The firm uses a variety of securities when they invest in clients' assets, such as US and foreign equity securities, fixed-income securities, and options. They may also invest a portion of clients' assets in private placements and/or structured notes. Everett Harris employs both quantitative and qualitative research in their investment selection process. | Finance |
Nova Scotia Power, Inc.
Nova Scotia Power, Inc. Alternative Power GenerationUtilities Generates, transmits and distributes wind & solar power for residential, commercial and industrial customers | Utilities |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Bernzott Capital Advisors
Bernzott Capital Advisors Investment ManagersFinance Bernzott is a classic value investor who takes a focused approach to constructing client portfolios and invests with a long-term mindset. The firm utilizes a bottom-up investment process and applies a quality-first approach to value investing. Bernzott builds portfolios of companies that they believe exhibit high-quality characteristics, as they believe these companies can compound investment returns over long periods and prove resilient in downturns. Portfolios are constructed without regard to the sector and industry weighting of their benchmarks. | Finance |
California State University-Fullerton
 California State University-Fullerton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sélectionnez votre édition
Toutes les informations financières adaptées au niveau national
Choisissez Zonebourse 
