Bernard Murphy Jr.

Bernard Murphy Jr. has an extensive work experience spanning over several companies. Bernard currently works at Confluence as the Head of Client Delivery, a role they assumed in June 2022. Prior to joining Confluence, they worked at Investment Metrics where they held multiple roles. From April 2021 to June 2022, they served as the Head of Strategic Account Management, overseeing 200+ institutional investment consultant and asset management clients in North America. Before that, from July 2019 to March 2021, they worked as a Strategic Account Manager, responsible for the institutional investment consultant business segment. Bernard collaborated with sales and client success teams to maximize contract renewal value and enhance client relationships. Additionally, they served as the Vice President of Relationship Management from October 2018 to June 2019.

Before their time at Investment Metrics, Bernard Murphy Jr. worked at MSCI Inc. as a Vice President of Relationship Management, handling 15 high-touch institutional investment consultant relationships. Bernard ensured client satisfaction and acted as a liaison between clients and executive leadership.

Bernard began their career at myCIO Wealth Partners LLC, where they held the position of Senior Financial Analyst from June 2007 to January 2015. Bernard serviced over 40 ultra-high net worth client relationships and managed investment accounts. Bernard also gained experience in financial services as a Financial Services Intern at myCIO Wealth Partners LLC from May 2005 to June 2007 and at Heritage Financial Consultants LLC from January 2007 to May 2007.

Bernard Murphy Jr. attended Loyola University Maryland from 2003 to 2007. Bernard obtained a BBA degree in Finance during this time period. In June 2007, Bernard obtained the NASAA Series 65: Uniform Investment Advisor Law License Holder certification at myCIO Wealth Partners.