Tom has more than 20 years of experience in the financial services industry and joined North Shore Wealth Management in 2013. He currently serves as the Portfolio Manager of the Core Quality strategy, an advisory fee-based, discretionary managed portfolio offered to high net worth clients. He is directly responsible for the security selection, portfolio construction, and risk management of the strategy. Tom developed this strategy to address the needs of his clients to conservatively grow their wealth, while also generating an income stream with the potential to grow.
Before joining North Shore Wealth Management, Tom was employed as a Portfolio Manager by Oppenheimer Funds, Inc. During his eleven year tenure at Oppenheimer he was responsible for managing approximately $500 million in domestic equity investments across three separately managed account investment styles.
Prior to joining OppenheimerFunds, Tom served as a Senior Investment Management Research Analyst at Prudential Investments. In that role, he was responsible for conducting research and due diligence of third party investment managers as a consultant to the Prudential Managed Accounts, Mutual Funds and Variable Annuity programs. He was directly responsible for the search and selection of investment managers for inclusion in those programs, which totaled over $100 billion in assets under management/advisement. In that role, Mr. Murray also served as the Director of Research for Prudential Investments International. He was also a member of the firmÃƒÂ¢Ã¢â€šÂ¬™s Asset Allocation Committee.
Tom began his professional career as a New York City Police Officer as an undercover investigator, and has received numerous commendations for his performance in the line of duty.
Tom graduated Cum Laude with a B. S. in Finance and Investments from the City University of New York and holds an M. B. A. in Finance from New York University's Stern School of Business. In 2010, he also completed an intensive course on financial analysis, valuation methodologies and advanced financial modeling at the Investment Banking Institute of New York.
Tom was raised in Brooklyn and Floral Park, NY, is a lifelong resident of the greater New York area and is proud to call it home. He currently resides in Berkeley Heights, NJ along with his wife Suzanne and their two sons, Tommy and Sam.