James P Murray

James P. Murray is Managing Principal, Portfolio Investment Manager for Townsgate Wealth Management. He has earned the Chartered Retirement Planning Counselor SM designation from the College for Financial Planning. Murray works with wealthy individuals and families in concert with their CPA and attorney to create highly personalized strategies focused on preserving their wealth, building a legacy, sharing their wealth with the next generation, planning for growth and succession in their private business and supporting charitable causes important to his clients.

Prior to Townsgate Wealth Management, Murray was a senior executive at US Trust/Bank Of America and Merrill Lynch/Bank of America in Ventura County as well as Smith Barney in Los Angeles. He began his career in the financial services industry in 1993 with Smith Barney as a Financial Advisor in Ventura, CA. Before entering the financial services industry, Murray had an accomplished career with DuPont Corporation and held jobs ranging from manufacturing engineer to market manager to sales manager during his 12-year tenure. Murray is a graduate of the University of Connecticut's MBA program obtaining an MBA with a concentration in Finance and Rutgers University College of Engineering where he received a BS in Electrical Engineering. He has lived in the Conejo Valley for 26 years and he and his wife Patty have raised and launched five daughters. CA Insurance License Number 0B22477 Resident State CA