Robert Murphy, CPA, MST
Robert (Bob) is a Managing Director and joined the firm as a founding member 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 26 years of wealth management experience and brings tax planning expertise to the firm.
Bob most recently served as 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. 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.