About
Meredith Murphy is the founder of Financial Well-Being Advisors LLC, where she serves as CEO and Investment Advisor, and holds the position of Chief Financial Officer at FM Capital. Her firm offers investment portfolio structuring, budgeting, and CFO-level services for individuals, companies, and small businesses. She has 20 years of experience in operations, finance, and accounting, including hedge fund operations, derivative book support, treasury management, trust accounting, and tax work.
Experience
- FM CapitalChief Financial Officercurrent2022 — present
- Financial Well-Being Advisors LLCCEO / Investment Advisorcurrent2017 — presentWellesley, MA
- GenesisChief Accounting Officercurrent2009 — present
- Harvard Management CompanyChief Operations Officer1996 — 2008Boston, MA
- The Baupost GroupAccounting Consultant1996Cambridge, MA
- Walton InvestmentsVice President, Operations1994 — 1995Boston, MA
Education
- Dartmouth CollegeBachelor of Arts (B.A.), Economics1986 — 1990
- Bentley University - McCallum Graduate School of BusinessMSA, Accounting1995 — 1999
Skills & more
Derivatives5Fixed Income7Asset Management10Accounting4Auditing2Tax1Cash Management4Finance4Equities10Investments5Mutual Funds3Capital Markets1
+12 more
Private EquityPortfolio ManagementTradingRisk ManagementInvestment ManagementFinancial AnalysisFX OptionsSecuritiesBloombergSybaseTrading SystemsStrategy- CFA Institute Charterholder — CFA Institute
- CFA — CFA Institute
From Meredith's professional profile.
Colleagues at Fraser McCombs Capital
Amanda Gex
Senior Associate at Fraser McCombs Capital
Chase Fraser
Managing Partner at Fraser McCombs Capital
Dylan Grien
Senior Associate at Fraser McCombs Capital
Jake Sigal
Technology Operating Partner at Fraser McCombs Capital
Joe Hinrichs
Venture Partner at Fraser McCombs Capital
Joel Zimbrick
Associate at Fraser McCombs Capital
Kailia Lopez
Senior Operations Coordinator at Fraser McCombs Capital
Kerry Grant
Administrative Assistant at Fraser McCombs Capital
Frequently asked questions
- Where does Meredith Murphy work?
- Meredith Murphy is CFO at Fraser McCombs Capital.
Same school
Also attended Dartmouth College398
Tomasz TunguzFounder & General Partner at Theory VenturesScott SandellExecutive Chairman & Chief Investment Officer at NEAJames DetweilerVP of Investments at Felicis VenturesBen RobbinsInvestor at GV (Google Ventures)Mounisha AnumoluInvestor at GV (Google Ventures)Ren RileyAdvisor at Oak Investment Partners
+ 392 more
Also attended Bentley University - McCallum Graduate School of Business13
Ava BrunelleInvestor at Third Rock VenturesGabriella WilliamsInvestor at Third Rock VenturesKevin GillisPartner and Chief Operating Officer at Third Rock VenturesUllas NaikFounder and General Partner at Streamlined VenturesChris MooreChief Financial Officer at K5 GlobalKate GunioController at Long Ridge Equity Partners
+ 7 more
Shared employers
Also worked at FM Capital11
Tony RimasVenture Partner at Autotech VenturesChase FraserManaging Partner at Fraser McCombs CapitalMark NormanManaging Partner at Fraser McCombs CapitalZack FreedPrincipal at Fraser McCombs CapitalDylan GrienSenior Associate at Fraser McCombs CapitalKailia LopezSenior Operations Coordinator at Fraser McCombs Capital
+ 5 more
Also worked at Harvard Management Company8
Kevin BrownInvestor at TRANSFORMATION CAPITALDivya SudhakarPartner at Geodesic CapitalDavid LaneFounding Partner at 1Flourish CapitalDan CummingsManaging Director at Bain Capital Real EstateMatt KellyInvestor at Flourish VenturesJack WilliamsonInvestor at Huntington Angels Network
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