Henry Murray, CFA

Experience

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  University of Colorado at Boulder

  Aug 2006 - May 2010

  Economics Student

  During my enrollment at the University of Colorado, as an both economics and political science major, I gained a certificate of focus in international economics, while graduating as an order of omega honors student. Some of my most relevant courses included: intermediate microeconomics, intermediate macroeconomics, money and banking, economic statistics, economic development, international finance and econometrics.

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  The Small Boat Shop

  May 2007 - Jan 2008

  Sales Associate
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  Northwestern Mutual

  Apr 2008 - May 2009

  College Financial Representative
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  Fogel Neale Partners LLC

  Jun 2009 - Nov 2012

  Fogel Neale Wealth Management, LLC was founded in the middle of 2009 in the wake of the global credit crisis that saw the average high net worth investor's assets plummet. The loss of wealth during this volatile period was in part due to the conflict of interest and incongruence of incentives inherent in the typical financial advisor-client relationship.Out of this crisis, the founders of Fogel Neale established a new type of wealth management firm as a dynamic innovator in the industry by focusing on education, total returns, institutional quality investment management and unparalleled client service.Fogel Neale is a private wealth management services company for select individuals, families and institutions, located in the heart of New York City's Financial District. As a part of the Fogel Neale Investment Team, my role includes fixed income portfolio structuring, equity trade execution and analysis as well as the head of investment research. I currently hold a Series 66 and Series 7 FINRA designation and am currently working towards gaining my series 86/87 and eventually a CFA designation.I am in charge of investment research for our team as well as fixed income portfolio structuring, while also being involved in trade execution. I administer research with the goal of uncovering macro and micro economic themes that lead to the allocation of client funds toward outperforming asset classes and individual securities over varying time horizons. In the fixed income and equity portfolio management side, I work with our team to construct and manage portfolios for clients through the use of professional and proprietary developed earnings valuation, comp, credit, interest rate and cash flow models. Show less At Fogel Neale Partners, we are dedicated to a financial advisory service that puts our clients first and foremost. It is my job to make sure that I am providing the right results using new and innovative investment ideas. As an analyst intern I provide support to our trade desk team through research and idea generation, trade reconciliation and portfolio management assistance. My focus was providing research on industry group trends and single company analysis, as well as fixed income portfolio analysis support and overall trade desk organization. Show less

  • Research and Trading Associate

    May 2010 - Nov 2012

  • Analyst-Analyst Intern

    Jun 2009 - May 2010
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  Deer Park Road Corp

  Nov 2012 - Dec 2015

  Analyst
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  Deer Park Road

  Jan 2015 - Dec 2016

  Senior Analyst
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  Deer Park Road Corp

  Jan 2017 - now

  • Portfolio Manager

    Jan 2020 - now

  • Associate Portfolio Manager

    Jan 2017 - now