Todd R. Murphy CFA, CAIA, CFP®
Todd R. Murphy, CFA, CAIA, CFP® has over 20 years of experience in the investment industry and prior to founding Garrison Murphy Wealth Management, LLC he worked as a Senior Investment Advisor and member of the asset management team at Wilmington Trust and its parent company, M&T Bank.
As a Senior Investment Advisor, Todd worked on a national basis with successful families and institutional investors including corporations, pensions, foundations and endowments. He was responsible for the design, implementation and monitoring of customized investment approaches that integrated market views and financial objectives in an after-tax, after-fee framework that accounted for the ownership, tax, risk and regulatory complexity common to these investors.
Todd was a member of the asset allocation, manager research and portfolio construction teams which comprised the asset management arm of Wilmington Trust. This group conducted general market research and set overall investment direction for the firm which managed approximately $80 billion dollars during this time.
On the manager research team Todd served as the head of alternative investments for the firm and lead investment due diligence and manager selection activity on a global basis for hedge funds, private markets and real assets. As part of this role Todd was the lead portfolio manager for several firm-sponsored mutual funds and private funds investing in these markets.
Today, Todd serves as the Chief Investment Officer and President of Garrison Murphy Wealth Management, LLC, an independent and transparent fiduciary providing outsourced family office services to successful families seeking a professional partner to oversee the management and transmission of their net worth through time and across generations.
In addition to his personal experience in the investment industry, Todd has earned designations as a Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®) and CERTIFIED FINANCIAL PLANNER™. Todd is a past board member of the CFA Society of Buffalo.