Andrew Murphy, CFA is the Co-Chief Investment Officer at Winthrop Wealth. Andrew has over ten years of experience working in the investment management industry. He is responsible for managing the firm’s centralized investment platform and portfolio construction framework. The WW total net worth investment management process is designed to provide well-diversified portfolios constructed with a methodology based on prudent risk management, asset allocation, and security selection.

 

Andrew chairs the Investment Committee and authors the firm’s investment commentary and “Client Question of the Month” pieces. Andrew is experienced in portfolio management, asset allocation, security analysis, and trading

 

Prior to Winthrop Wealth, Andrew worked as a Portfolio Manager for a registered investment advisor where he helped create and manage the firm’s investment strategies. Andrew also spent four years at Fidelity Investments, including a position working for Pyramis Global Advisors, Fidelity’s institutional asset management division.

 

Andrew earned an MBA from the Boston College Carroll School of Management. He also holds the Series 7 and 63 securities registrations through LPL Financial is an Investment Adviser Representative with Winthrop Wealth. Andrew is a CFA charterholder and a member of the Boston CFA Society. He grew up in central Massachusetts and played hockey throughout college. Andrew currently lives near Boston with his wife and son.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.