Wealth Management

Daniel T. Murphy, CFA®

Principal

Portfolio Manager

  • Industry Start

    1988

  • Education

    University of Wisconsin-Madison, BBA, MBA

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 Management Program at the University of Wisconsin-Madison Graduate School of Business. He is a CFA Charterholder, a member of the CFA Institute and the Madison Investment Analyst Society.