About
Dan
Daniel (Dan) Murphy is involved with aspects of the active management of clients’ equity, fixed income, and balanced investment portfolios. Dan joined Focus Partners Wealth in 2026, after working at Kovitz where he headed the investment team with responsibility for the team’s investment policies, asset allocation, and security selection decisions. Previously, he was with Northern Capital Management; Brinson Partners, Inc. in Chicago (UBS Brinson); and Ameritrust Bank (KeyCorp) in Cleveland.
Dan is a member of the CFA Institute and the Madison Investment Analyst Society.
Education and Professional Milestones
-University of Wisconsin–Madison – bachelor of business administration
-University of Wisconsin–Madison Graduate School of Business, Applied Security Analysis and Investment Management Program – master of business administration
Daniel (Dan) Murphy is involved with aspects of the active management of clients’ equity, fixed income, and balanced investment portfolios. Dan joined Focus Partners Wealth in 2026, after working at Kovitz where he headed the investment team with responsibility for the team’s investment policies, asset allocation, and security selection decisions. Previously, he was with Northern Capital Management; Brinson Partners, Inc. in Chicago (UBS Brinson); and Ameritrust Bank (KeyCorp) in Cleveland.
Dan is a member of the CFA Institute and the Madison Investment Analyst Society.
Education and Professional Milestones
-University of Wisconsin–Madison – bachelor of business administration
-University of Wisconsin–Madison Graduate School of Business, Applied Security Analysis and Investment Management Program – master of business administration