Michael J. Murray CFA®, CFP®, CAIA
Managing Director
Education

BBA, Accounting and Finance, University of Wisconsin-Madison

Professional Certifications

Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™
Chartered Alternative Investment Analyst

Personal

Spending time with family, Wisconsin sports enthusiast, particularly Green Bay Packers, traveling, improving education, exploring new restaurants

Michael J. Murray

Michael J. Murray helps clients achieve their long-term financial goals through investment advice that is integrated with all other aspects of their financial planning. He works in close collaboration with his clients’ broader team of professional advisers to create customized investment strategies that maximize wealth preservation while also taking advantage of wealth creation opportunities.

Mike enjoys finding creative solutions to complex financial situations. With more than 15 years of client portfolio experience, he is particularly skilled at helping clients navigate and make decisions during transitional life events such as the sale of a business, the distribution of a trust, retirement, or divorce.

While he works with a broad array of clients, Mike’s personal experience as a business owner and firm leader gives him a unique ability to relate to the needs of entrepreneurs and c-suite executives. Prior to becoming a founding partner of Altair Advisers in 2002, he was a senior consultant in the Private Client Services practice at Arthur Andersen’s Chicago office. In his tenure there, Mike was assigned to Arthur Andersen’s London office to help lead the launch of the firm’s investment consulting practice for the United Kingdom.

Well known for his business acumen and analytical skills, Mike’s colleagues elected him to serve on both Altair’s Board of Managers as well as the firm’s Investment Committee. In these roles, he provides operational leadership for the firm as well as direct participation in the selection and ongoing evaluation of different investment options and strategies.

Mike holds a BBA in accounting and finance from the University of Wisconsin – Madison in addition to multiple professional designations. He is a member of the CFA Society of Chicago, University of Wisconsin Chicago Chapter Alumni Board Scholarship Committee and the University of Wisconsin School of Business Dean’s Advisory Board. He is an active board member of Summer of a Lifetime, a Noble Network of Charter Schools Program that enables high achieving, low-income students from across Chicago to participate in university-sponsored academic enrichment programs.

Mike and his wife Amy, along with their two daughters, reside in Chicago’s Ukrainian Village neighborhood.