Kovitz
Dan Murphy has a strong background in finance and investment management. Dan started their career as an Investment Officer at Ameritrust Bank in 1988 before joining Brinson Partners in 1989 as a Partner and Senior Investment Analyst. In 1995, they became the Managing Partner at Northern Capital, where they stayed until 2018. Currently, they are the Principal and Portfolio Manager at Kovitz since 2019.
Dan Murphy attended the Wisconsin School of Business from 1986 to 1988, where they obtained an MBA with a specialization in Finance and Security Analysis.
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Kovitz
Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research. We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $7.68 billion in assets (as of 12/31/23). Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients.