Alex Murray

Alex Murray

Market President - Southern California @ BNY Wealth

About

2000-2006 United States Naval Officer - Supply Corps 2006-2008 MBA student - Kenan-Flagler Business School @ UNC Chapel Hill

Country

United States

City

Newport Beach

Industry

Financial Services

Skill

-

Experience

BNY Wealth

Market President - Southern California

BNY Wealth

LinkedIn
2024-1 - Present · 2 yrs 9 mos

Newport Beach & Los Angeles, California, United States

Alex Murray is the Market President for BNY Wealth in Southern California. In this role he oversees all aspects of the Wealth Management business in Southern California & Nevada including advisory, investments, fiduciary, private banking, and marketing. BNY has offices in Newport Beach, Century City (LA), and Las Vegas. Contact info: Alex Murray Market President Alex.Murray@bny.com Office: (949)253-5087

BNY Wealth

Senior Principal Client Strategist

BNY Wealth

LinkedIn
2023-10 - 2024-1 · 4 mos

Newport Beach, California, United States

As a senior client strategist my role is to work with affluent families, multi-generational business owners, corporate executives and other ultra high net worth individuals to understand, meet, and achieve their financial and life goals. We deliver the full institutional strength of BNY Mellon for every client. As a firm, our purpose is to empower individuals and institutions to succeed across the financial world. My aim is to deliver on that purpose to individual clients throughout Orange County and beyond.

Neurologics

Advisory Board Member

Neurologics

LinkedIn
2021-7 - Present · 5 yrs 3 mos

Newport Beach, California, United States

US Naval Academy Foundation - Athletic and Scholarship Program

Trustee

US Naval Academy Foundation - Athletic and Scholarship Program

2014 - Present · 12 yrs
Silicon Valley Bank

Managing Director - Private Wealth Advisor

Silicon Valley Bank

LinkedIn
2022-8 - 2023-10 · 1 yr 3 mos

Newport Beach, California, United States

SVB Private Bank is one of SVB Financial Group's four core businesses, along with Silicon Valley Bank, SVB Capital, and SVB Securities, and provides a full spectrum of wealth, trust, and private banking services dedicated to helping clients simplify and strengthen their financial situations.

J.P. Morgan Private Bank

Executive Director

J.P. Morgan Private Bank

2017-5 - 2022-8 · 5 yrs 4 mos

Orange County, California Area

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

PIMCO

Vice President/Account Manager

PIMCO

LinkedIn
2012-4 - 2017-5 · 5 yrs 2 mos

Newport Beach, CA

J.P. Morgan Private Bank

Vice President

J.P. Morgan Private Bank

2008-1 - 2012-5 · 4 yrs 5 mos

Washington D.C.

UNC Kenan-Flagler Business School

MBA

UNC Kenan-Flagler Business School

LinkedIn
2006-8 - 2008-5 · 1 yr 10 mos

MBA Graduate - May 2008 Concentration in Investment Management President MBA Sports Committee Member Investment and Finance Club, Sports Business Club

NATO - US Navy (Naples, Italy)

US Navy - Supply Corps Officer

NATO - US Navy (Naples, Italy)

2000-5 - 2006-6 · 6 yrs 2 mos

USS RENTZ (FFG-46) (San Diego, CA) Commander Naval Surface Forces Pacific (Coronado, CA) Striking Forces NATO (Naples, Italy)

Education

UNC Kenan-Flagler Business School

UNC Kenan-Flagler Business School

LinkedIn
2006 - 2008 · 2 yrs
United States Naval Academy

United States Naval Academy

LinkedIn

Economics

1996 - 2000 · 4 yrs

Alex Murray's Contact Information

Email

******@***.com

Phone

(**) *** ****

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