Jim Murphy, CFP,® CAIA
Director of Investments
With more than 25 years in the financial services industry, Jim has extensive experience in wealth management and portfolio consulting for high net worth investors and advisors.
In addition to his position as Director of Investments at Innovative Portfolios, Jim is the Director and National Sales Manager at an affiliated registered investment advisory firm and its institutional division in Indianapolis, Indiana. He previously served as Managing Director for Schwab Private Client Investment Advisory, a wholly-owned subsidiary of Charles Schwab and Company, where his focus was on leading advisors in portfolio construction and the integration of option-based strategies. Earlier in his career, Jim was responsible for strategic direction as Senior Vice President of Alternative Distribution for ING Investment Management, and he also served as Regional Vice President for Massachusetts Financial Services.
Jim received a Bachelor’s degree in Business Finance from University of Arizona. He holds the CFP® designation and is a current charter holder of the CAIA (Chartered Alternative Investment Analyst). Jim is married and has two sons. In his spare time, you can find him golfing, sailing, or snow skiing.