Kate Murphy

Finance

Consumer Services

Profile

Ms. Kate Murphy is Portfolio Administrator at Kobren Insight Management, Inc. She joined Kobren Insight Management as a Portfolio Administrator in 2008 and is responsible for client trading and operations.
Prior to joining Kobren Insight Management, She worked at Fidelity Investments in the Charitable Gift Division.
Ms. Murphy is a graduate of Merrimack College where she majored in Business Management.

Former positions of Kate Murphy

Companies	Position	End
FMR LLC FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.	Corporate Officer/Principal	-
Adviser Investments Acquisition Co. LLC Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses.	Corporate Officer/Principal	-

See the detail of Kate Murphy's experience

Training of Kate Murphy

Merrimack College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies