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268 Main Street |
Murphy Capital Management is a New Jersey based investment Management Firm managing Portfolios IRAs, 401K, and other financial assets. Murphy Capital Management, a NJ Portfolio and Asset Management Company in Somerset County, helps their clients increase investment returns by providing sound investment management advice. Other financial services with NJ Portfolio management and New Jersey portfolio manager firm offers includes: investment management, acting as an investment advisor Somerset County, asset allocation, stocks, bonds, etf's, and overall investing needs. Looking for a company to help manage your financial portfolio? Murphy Capital is A NJ registered advisory firm for taxable accounts, retirement accounts, IRA's, trusts and money management issues. John Murphy and Peter Lewis of Murphy Capital Management would act as your financial advisor with regard to your investment needs. Murphy Capital Management is a boutique investment management firm that provides investment management services to individuals, families and business entities who are seeking expert financial advisement with regard to their investment portfolio. We construct investment portfolios that are specific and personalized to each client consisting of stocks, bonds, exchange-traded-funds (ETF's) and high dividend paying vehicles. Our goal is to maximize our client's wealth. Murphy Capital Management provides investment management services: such as increased investment returns, strengthen retirement plans, manage IRA's and 401K rollovers, minimize tax burdens, plan for college tuition, enhance philanthropic giving, refine wealth transfer plans and family trust management.
Our Team
"At Murphy Capital, our mission is to work closely with our clients in order to fully understand their financial dreams and to create the most suitable and consistent financial framework for those dreams to be realized. When combined with our truly objective and well-seasoned financial advice, this relationship-driven approach makes us unique in a financial arena which stresses a mass approach to investing, with little or no client interaction, tax-inefficient guidance, and the lack of true product objectivity." John J. Murphy |
John J. Murphy
Founder, Senior Principal
Prior to founding Murphy Capital Management in 1983, John Murphy was Vice President and Senior Investment Portfolio Officer of Citizens First National Bank of New Jersey, where he was responsible for the investment policy and management of the banks's trust and pension and profit-sharing division. Mr. Murphy joined the bank in 1970, having previously been associated with Bache & Co., a member of the New York Stock Exchange, as a research analyst and block trader in the institutional division. A recipient of a Bache scholarship, Mr. Murphy graduated with a BS degree in economics from New York University and attended their Graduate School of Business, majoring in finance. He holds his Series 24 and Series 63 designations.
Memberships and Boards
Member, New York Society of Security Analysts
Director, Citigroup Consulting Group Capital Market Fund
Director, Legg Mason
Allocation Funds and Legg Mason Multiple Discipline Trust
Director, Nicholas Applegate Institutional Funds
Retired Director, Barclays International Funds, London
Peter J. Lewis
Partner
Peter Lewis joined Murphy Capital Management in 2004 as a Portfolio Manager after a fourteen-year career in asset management. Prior to joining Murphy Capital Management, Peter was a Senior Portfolio Manager with WSC Capital, LLC, a boutique firm he helped found. He was responsible for the management of day-to-day operations and provided specialized portfolio management services to their clients. Prior to WSC Capital, Peter worked on Wall Street for Goldman, Sachs and Company as an Associate in Private Client Services. In this capacity, he provided investment direction and structured portfolios for high net-worth clients. In addition he was a "Team Leader" for his department and was a member of numerous committees ranging from Investment Management Policy to Firm-wide Global Initiatives. Peter graduated from Caldwell College with a BA degree and went on to receive his Masters Degree from Drew University. He holds his Series 65 designation.
Joseph G. Shannon (Semi-retired)
Senior Vice President
Joe Shannon joined Murphy Capital Management in 1990 as a portfolio manager after a fifteen-year career in commercial banking. Joe began his career with Bank of America's Edge Act Bank in Manhattan where he was involved in import/export trade financing. He later took a position at Chase Manhattan for eleven years as a lending officer in both its corporate and middle market banking divisions . He led the bank's participation in a syndicate loan to May Department Stores to finance its acquisition of Associated Dry Goods. Joe graduated from Dartmouth College with a BA degree and received his MBA from the Columbia University Graduate School of Business. He holds his Series 63, 2 and 65 designations.