Margaret Murphy
Net worth: 72 M $ as of 2024-04-29
Profile
Ms. Murphy joined the firm in 2004.
Previously a portfolio manager at Everett Harris & Co., she managed portfolios for high net worth families, corporate retirement plans and charitable foundations.
She was formerly an audit senior at Deloitte & Touche.
Ms. Murphy graduated magna cum laude from California State University - Fullerton with a BA in Business Administration.
She is a CFA charterholder and Certified Public Accountant.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MOUNTVIEW ESTATES P.L.C.
15.35% | 2023-07-03 | 598,545 ( 15.35% ) | 72 M $ | 2024-04-29 |
Former positions of Margaret Murphy
| Companies | Position | End |
|---|---|---|
Everett Harris & Co.
 Everett Harris & Co. Investment ManagersFinance Everett Harris & Co. is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Everett L. Harris in 1937. Everett Harris provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and other US institutions. | Corporate Officer/Principal | 2003-12-30 |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Comptroller/Controller/Auditor | - |
Nova Scotia Power, Inc.
 Nova Scotia Power, Inc. Electric UtilitiesUtilities Nova Scotia Power, Inc. engages in the provision of electricity generation, transmission and distribution services. The company offers thermal, renewable and imported electricity. It also delivers electricity to residential, business, energy savings and environmental sectors. The company was founded in 1972 and is headquartered in Halifax, Canada. | Public Communications Contact | - |
Bernzott Capital Advisors
 Bernzott Capital Advisors Investment ManagersFinance Bernzott Capital Advisors (Bernzott) is an independent, SEC-registered asset management firm headquartered in Camarillo, California. The firm was founded by Kevin Bernzott in 1994. Bernzott serves as a money manager for institutional and private clients. | Analyst-Equity | - |
Training of Margaret Murphy
| California State University-Fullerton | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Bernzott Capital Advisors
Bernzott Capital Advisors Investment ManagersFinance Bernzott Capital Advisors (Bernzott) is an independent, SEC-registered asset management firm headquartered in Camarillo, California. The firm was founded by Kevin Bernzott in 1994. Bernzott serves as a money manager for institutional and private clients. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Nova Scotia Power, Inc.
Nova Scotia Power, Inc. Electric UtilitiesUtilities Nova Scotia Power, Inc. engages in the provision of electricity generation, transmission and distribution services. The company offers thermal, renewable and imported electricity. It also delivers electricity to residential, business, energy savings and environmental sectors. The company was founded in 1972 and is headquartered in Halifax, Canada. | Utilities |
Everett Harris & Co.
Everett Harris & Co. Investment ManagersFinance Everett Harris & Co. is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Everett L. Harris in 1937. Everett Harris provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and other US institutions. | Finance |
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