Frank Murtha, Ph.D
Villanova University, BA
Boston College, MA
University at Buffalo, PhD
Dr. Murtha began his career at the New York-based consulting firm of RHR International Company, where he developed senior executives and pioneered a specialty in the emerging field of behavioral finance. In 2001, he co-founded MarketPsych LLC, the first Behavioral Finance consulting firm in North America, where he has specialized in helping financial professionals apply behavioral finance to build better relationships, gain referrals, increase assets under management and improve investment returns. Over the last decade, Dr. Murtha has performed hundreds of speeches and workshops for many of the world’s leading financial institutions.
His path to the financial services industry is a non-traditional one. Dr. Murtha holds a doctorate in Counseling Psychology from The University at Buffalo and has taught at numerous colleges and universities including UB, Penn State and New York University. While obtaining his Ph.D. he carved out a niche as an expert on the psychology of gambling. His groundbreaking dissertation was the first to explore the effect of cognitive errors in gambling behavior. What most distinguishes Dr. Murtha from other speakers is his ability to take the weighty scientific and academic subjects of his training and communicate them in a practical, and often humorous way.
An investing psychology content expert, Dr. Murtha is interviewed frequently by news and print media outlets and has been featured numerous times on National Public Radio, Nightly Business Report, CNBC and World Business Review. He works as a consultant, speaker, and writer based out of the New York City area. An award-winning author, his recent book, MarketPsych: How to Overcome Fear and Build Your Investor Identity was honored by Kiplinger’s Personal Finance as one of “Three Best Financial Books of 2010”.
You can contact him at firstname.lastname@example.org
A. Mark Harbour, CFA, CPA, CIMA®
University of Oklahoma, BBA
University of Chicago, MBA
Mark has worked as a senior integrated wealth manager to the high net worth and family office market segment for over 30 years. He serves as personal chief financial officer to individuals and families. He and his team provide or coordinate strategic planning and implementation services across a broad range of client needs directly or in active collaboration with their other client advisor professionals (tax, legal, etc.). Such services include comprehensive wealth and cash flow analysis, income tax planning, estate planning, investment consulting, risk assessment/insurance, philanthropic strategies, and executive compensation and benefit planning.
Prior to his current role with a major US financial services firm, Mark was western regional director of wealth advisory services for Northern Trust Bank. Earlier firm affiliations include seven years with Ernst & Young, LLP, where Mark was the partner in charge of the financial planning and investment advisory services for Southern California, and eight years with AMG National Trust Bank (formerly named Asset Management Group), where Mark eventually managed one of three regional offices (Chicago) of that firm.
Mark is member of the CFA Institute and the CFA Society of Los Angeles. He is currently President of the CFA Society of Los Angeles. Other organizational affiliations include the Investment Management Consultants Association (IMCA), where Mark serves on the national Wealth Management Committee that oversees the certification program for private wealth advisors (CPWA®). He is a past National Chair of IMCAs Wealth Management Committee. He is one of the instructors at the University of Chicago Booth School for the ethics portion of curriculum for the CPWA® and CIMA® programs.
He is a veteran of the US Navy.
Mark and his business partner (and wife) Bernadette live in Los Angeles, but periodically work in Manhattan as well.
You can contact him at email@example.com