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Mark Murphy

Advisor at SCS Capital Management LLC

Updated today
SCS Capital Management LLC logo

Firm

SCS Capital Management LLC

Location

Boston, MA 02199

Credentials

CFA®

Industry experience

< 1 year

About

Mark Murphy is a CFA® charterholder based in Boston, MA, currently serving as an advisor at SCS Capital Management LLC. He has five years of industry experience, including five years at Pathstone prior to joining SCS Capital Management in 2021. SCS Capital Management provides wealth and investment management services to high net worth families and institutional clients, managing approximately $43.1 billion in assets. The firm’s investment approach centers on asset allocation and external manager selection across traditional and alternative strategies, employing both discretionary and non-discretionary portfolio management.

Client services

Based on SCS Capital Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Insurance solutions

Expertise

Based on SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy

Occupation focus

Based on SCS Capital Management LLC

Founder/Business Owner Executive Retired

Fee options

Fixed

Certain clients pay agreed upon fixed service fees, consulting fees, and bill pay fees, generally billed quarterly.

Percentage

Generally around 0.75%, negotiable, varies by client and factors such as assets under management and services provided

Performance-based

For certain pooled investment vehicle investors (non-wealth management clients), Carried Interest ranges from 5% to 15% of distributions above preferred returns.

Other

Minimum fee: SCS generally requires clients to be subject to a minimum relationship fee level that is mutually agreed upon and may be waived.

Location

888 Boylston Street, Suite 1010

Boston, MA 02199

Most active in

Massachusetts

Work history

SCS Capital Management, LLC

2021 - Present (5 years)

Pathstone

2016 - 2021 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michelle M

CFP®, Series 65

Quincy, MA

Brio Financial Planning

General retirement planning Cash flow / budgeting Self-Employed

Matthew H

CFP®, CFA®, Series 63, Series 65

Braintree, MA

Dreamfield Planning Group, LLC

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

Wealth management Active portfolio management General retirement planning Mid-Career Professionals Baby Boomers (Born 1946-1964)
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Adam A

CFA®, Series 65

Cambridge, MA

Peabody River Asset Management, LLC

Active portfolio management Tax-loss harvesting Retirement income strategy
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Robert L

Series 65

Arlington, MA

Aztec Capital LLC

Options & derivatives strategies Active portfolio management
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Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Wealth management
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Michael O

PFS™, Series 65

Millis, MA

MOK Financial Planning & Tax, Inc.

Wealth management Tax-loss harvesting Real estate investing
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