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Profil
Mr. Tom J.
Murphy is Senior Investment Analyst at Kensington Management Co. He joined the firm in 1997.
In 2003, while serving as an Investment Management Representative of Kensington, Mr. Murphy became a Registered Representative of Harvest Capital, LLC.
Mr. Murphy received his undergraduate degree from Salve Regina University.
He holds a Certified Fund Specialist designation from The Institute of Business and Finance in La Jolla, CA, as well as a FINRA series 6 Investment Company Products and Variable Contracts license, a series 65 Uniform Investment Advisor Law license, a series 63 Uniform Securities Agent license and a series 62 Corporate Securities Limited Representative license.
He also maintains a resident insurance license in the state of Connecticut and is licensed in several other states with multiple companies for life insurance, health insurance and variable annuities.
Anciens postes connus de Tom J. Murphy
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Investment Research, Inc.
 Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/04/2012 |
Kensington Management Co.
 Kensington Management Co. Investment ManagersFinance Kensington Management Co. develops an individual investment program based on clients' financial goals, period, risk tolerance, investment preferences and other factors. The firm's mutual fund management strategy employs asset allocation. High annual return is the objective of Kensington's small-cap stock portfolio manager. They seek to identify and invest in small companies with high potential for appreciation. Kensington's CD-Plus Strategy seeks annual returns of 125% of the returns of 1-year bank certificates of deposit. These portfolios are invested in a mix of short and long term bond funds, income funds for dividends, Government and corporate debt securities and equity income funds. The firm's Moderate-Conservative strategy seeks diversification through asset allocation in no-load mutual funds. The goal is to provide a 3 to 5-year average return equal to 75% of the stock market with less volatility. These portfolios are invested in lower risk equity funds, growth and income funds, balanced funds, international funds and bond funds. Kensington's Moderate strategy seeks diversification through asset allocation in no-load mutual funds. Their goal is to provide a 5 to 8-year average return equal to 100% of the stock market. These portfolios are invested in S&P 500 iShares/funds, mid-cap iShares/funds, small-cap funds, international/world funds and growth funds. The firm's Moderate-Aggressive strategy seeks diversification through asset allocation in no-load mutual funds. The goal is to significantly out-perform the stock market over 5 to 8-year period. These portfolios are invested in aggressive growth funds, small-cap and micro-cap funds, sector iShares, international/world funds, index iShares and leveraged funds. Kensington also offers covered calls for income strategy for persons who invest all or part of their assets to produce income and for those who want more cash flow than is available from traditional fixed investments. This strategy provides reasonable protection against loss of principle in most market conditions and may also protect against decreased future purchasing power due to inflation. | Analyst-Equity | 31/05/2010 |
Formation de Tom J. Murphy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Kensington Management Co.
Kensington Management Co. Investment ManagersFinance Kensington Management Co. develops an individual investment program based on clients' financial goals, period, risk tolerance, investment preferences and other factors. The firm's mutual fund management strategy employs asset allocation. High annual return is the objective of Kensington's small-cap stock portfolio manager. They seek to identify and invest in small companies with high potential for appreciation. Kensington's CD-Plus Strategy seeks annual returns of 125% of the returns of 1-year bank certificates of deposit. These portfolios are invested in a mix of short and long term bond funds, income funds for dividends, Government and corporate debt securities and equity income funds. The firm's Moderate-Conservative strategy seeks diversification through asset allocation in no-load mutual funds. The goal is to provide a 3 to 5-year average return equal to 75% of the stock market with less volatility. These portfolios are invested in lower risk equity funds, growth and income funds, balanced funds, international funds and bond funds. Kensington's Moderate strategy seeks diversification through asset allocation in no-load mutual funds. Their goal is to provide a 5 to 8-year average return equal to 100% of the stock market. These portfolios are invested in S&P 500 iShares/funds, mid-cap iShares/funds, small-cap funds, international/world funds and growth funds. The firm's Moderate-Aggressive strategy seeks diversification through asset allocation in no-load mutual funds. The goal is to significantly out-perform the stock market over 5 to 8-year period. These portfolios are invested in aggressive growth funds, small-cap and micro-cap funds, sector iShares, international/world funds, index iShares and leveraged funds. Kensington also offers covered calls for income strategy for persons who invest all or part of their assets to produce income and for those who want more cash flow than is available from traditional fixed investments. This strategy provides reasonable protection against loss of principle in most market conditions and may also protect against decreased future purchasing power due to inflation. | Finance |
Salve Regina University
 Salve Regina University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
