SM
 

Stephen Murphy, CFA, CPA

Senior Analyst
PFM Financial Advisors LLC
Contact

100 High Street
23rd Floor
Boston, MA 02110

murphys@pfm.com
617.330.6914 office

Specialties
Financial Advisory

Healthcare

Education
B.A. in Mathematics
B.S. in Chemistry
M.S. in Accounting
Stonehill College

MBA
Northeastern University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Certified Public Accountant (CPA)

Municipal Advisor Representative (Series 50)

Started with PFM: 2016

Started in the Field: 2011

Print/Save as PDF

Download Vcard

Stephen joined PFM’s healthcare practice in 2016 after five years at a Big Four public accounting firm. As a senior analyst, he works closely with the rest of the practice performing analyses that frame the foundation of the team’s engagements with Wellforce, Inc., Berkshire Healthcare Systems, Inc., Harrington Hospital and Concord Hospital among others.

From 2011 through 2016, Stephen worked at KPMG LLP out of the Boston office. His time was spent performing financial statement audits in the asset management, higher education and government sectors. He focused on the audit engagements of Registered Investment Companies in addition to hedge fund and private equity funds.

Stephen attained the Chartered Financial Analyst designation in 2016 and is member of the CFA Society of Boston. Additionally, Stephen holds a Certified Public Accountant license in the state of Massachusetts and is a member of the Massachusetts Society of CPAs.

SM
 
Contact

100 High Street
23rd Floor
Boston, MA 02110

murphys@pfm.com
617.330.6914 office

Specialties
Financial Advisory

Healthcare

Education
B.A. in Mathematics
B.S. in Chemistry
M.S. in Accounting
Stonehill College

MBA
Northeastern University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Certified Public Accountant (CPA)

Municipal Advisor Representative (Series 50)

Started with PFM: 2016

Started in the Field: 2011

Print/Save as PDF

Download Vcard

People

Search the PFM Directory

 
Search