Little House Capital

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Jeremy S. David, Esq., CFP®

Partner, Managing Director

Jeremy joined Little House Capital in 2017 as a founding partner and Managing Director, and he is also the firm’s Chief Fiduciary Officer. He oversees relationships for high net worth individuals and families and advises clients in the areas of investment management, financial and estate planning, tax, and fiduciary services as he has done for over 18 years.

Most recently Jeremy served as Senior Vice President and Senior Wealth Management Officer at People’s United Wealth Management where he was responsible for the management and administration of trust and investment agency relationships totaling $200 million. Prior to that he was Vice President and Senior Trust Officer at Eastern Wealth Management and held financial advisory positions with Sovereign Bank (now Santander) and AXA Advisors’ Elite Services Group. Jeremy began his career as attorney in private practice focusing on estate planning and estate administration. Jeremy is also a Trustee and Investment Committee Chair of the Bridgewater State University Foundation.

Jeremy’s educational background includes a Juris Doctor (cum laude) with a concentration in Estate Planning and Taxation from Suffolk University Law School, where he was the editor and writer for Suffolk University Law Review. Jeremy also holds a Certificate in Financial Planning from Boston University, and a Bachelor of Arts in Political Theory and French from Franklin & Marshall College.

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Robert B. Murphy, CPA, MST

Partner, Managing Director

Robert (Bob) is a Managing Director and joined the firm as a founding partner in 2017. He is the Head Tax Strategist for Little House Capital. He oversees relationships for high net worth individuals and families and assists clients in all aspects of life and estate planning to identify and achieve specific needs and goals. He has over 23 years of wealth management experience and brings tax planning expertise to the firm.

Previously, Bob was a Senior Managing Director and Principal of East Coast Asset Management. Before joining East Coast, Bob was with Eastern Wealth Management as Senior Vice President/Relationship Manager, providing wealth management solutions for clients. Previously, he was a Vice President with Atlantic Trust Pell Rudman and prior to that, Bob spent 10 years at Cambridge Trust Company as Tax Officer.

Bob is a CPA and holds a Bachelor of Science degree in Accounting from Merrimack College and a Master of Science degree in Taxation from Northeastern University. He is a graduate of the National Graduate Trust School at Northwestern University, and he received a Certificate in Financial Planning from Boston University’s Center for Professional Education. Bob is a member of the AICPA and the Mass Society of CPAs.