Charles Dwayne Murphy
Director of Finance/CFO at American Investment Services, Inc.
Profile
Mr. Charles D.
Murphy is a Vice President & Chief Financial Officer at American Investment Services, Inc. He joined the firm in November 2007.
Prior to joining AIS, Mr. Murphy was a Financial Advisor with Merrill Lynch and served as a Vice President of Dion Money Management.
He also spent ten years in public and private accounting preparing tax returns and conducting audits for corporate, partnership and individual clients.
He holds a BBA in Accounting from Loyola College in Baltimore, MD.
Charles Dwayne Murphy active positions
Companies | Position | Start |
---|---|---|
American Investment Services, Inc.
American Investment Services, Inc. Investment ManagersFinance American Investment Services, Inc. (AIS) is a registered investment advisor headquartered in Great Barrington, Massachusetts. The firm was founded in 1978 and is wholly-owned by American Institute for Economic Research (AIER), a non-profit scientific and educational organization. AIS provide asset management services to individuals, estates, trusts, retirement plans and charitable organizations. | Director of Finance/CFO | 31/10/2007 |
Former positions of Charles Dwayne Murphy
Companies | Position | End |
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Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Training of Charles Dwayne Murphy
Loyola University Maryland, Inc. | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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American Investment Services, Inc.
American Investment Services, Inc. Investment ManagersFinance American Investment Services, Inc. (AIS) is a registered investment advisor headquartered in Great Barrington, Massachusetts. The firm was founded in 1978 and is wholly-owned by American Institute for Economic Research (AIER), a non-profit scientific and educational organization. AIS provide asset management services to individuals, estates, trusts, retirement plans and charitable organizations. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Finance |
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