Client Portfolio Manager
With over 20 years of experience in the investment industry, Stephen Murray provides research analysis and portfolio management. Prior to joining the firm in 2016, he was Director of Research and Portfolio Manager with Harvest Capital Management in Concord, New Hampshire for ten years and prior to that was the Operations Director and Project Development lead at Babson Capital.
Steve graduated magna cum laude from Connecticut College with a B.A. in Economics and International Relations and spent a year studying both of those disciplines at the London School of Economics. He holds both the Chartered Financial Analyst (CFA®) designation and the Chartered Alternative Investment Analyst (CAIA®) designation and is a member of the Boston Securities Analyst Society. He is Secretary and board member of the New Hampshire Children’s Trust.