Profil
Mr. Charles D.
Murphy is a Vice President & Senior Wealth Manager at American Investment Services, Inc. He joined the firm in November 2007.
Prior to joining AIS, Mr. Murphy was a Financial Advisor with Merrill Lynch and served as a Vice President of Dion Money Management.
He also spent ten years in public and private accounting preparing tax returns and conducting audits for corporate, partnership and individual clients.
He holds a BBA in Accounting from Loyola College in Baltimore, MD.
Postes actifs de Charles Dwayne Murphy
| Sociétés | Poste | Début |
|---|---|---|
American Investment Services, Inc.
American Investment Services, Inc. Investment ManagersFinance AIS generally builds portfolios of no-load equity and bond mutual funds and ETFs. The firm typically recommends passively managed index or factor-based funds managed by DFA, State Street, BlackRock and Vanguard. | Directeur Financier/CFO | 01/11/2007 |
Anciens postes connus de Charles Dwayne Murphy
| Sociétés | Poste | Fin |
|---|---|---|
Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas typically invests client assets in accordance with investment strategies which hold mutual funds and ETFs. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de Charles Dwayne Murphy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
American Investment Services, Inc.
American Investment Services, Inc. Investment ManagersFinance AIS generally builds portfolios of no-load equity and bond mutual funds and ETFs. The firm typically recommends passively managed index or factor-based funds managed by DFA, State Street, BlackRock and Vanguard. | Finance |
Loyola University Maryland, Inc.
Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas typically invests client assets in accordance with investment strategies which hold mutual funds and ETFs. | Finance |
















