Jerry Murphey | CEO
As CEO at Validus, Jerry provides strategic and operational leadership and serves on the firm’s investment committee. Jerry joined Validus as a founding advisor where he helped the firm achieve wide spread distribution as a subadvisor to the FMx mutual fund family.
Jerry founded FolioMetrix (FMx) in 2009 as an investment adviser with the U.S. Securities Exchange Commission in 2009 and he served as its President and CEO. He led the creation of a turnkey invest management research platform that distributed a series of specialized mutual funds that made Barron Top Fund Family list from 2013 to 2015. FolioMetrix was sold in 2016.
Jerry joined Prudential Global Investment Management (PGIM) in 2000 as Vice President, Wealth Management Consultant. He represented PGIM’s Strategic Investment Research Group and served as a catalyst of an industry-wide transition to a proprietary fee-based managed money platform representing over 70 institutional money managers and an asset base of more than $45 billion.
Prior to PGIM, Jerry led Dearborn Financial Institute’s global operations and distribution sales. During his tenure, Jerry led the integration of more than a dozen acquisitions, as well as joint ventures such as the launch of the Stock Exchange of Hong Kong’s derivatives program, the first Chinese CFA training program, and an enterprise compliance tracking software with TIAA, AIG an others.
Jerry began on Wall Street when he launched Mutual Data Incorporated (MDI). MDI supported trading floors and transaction facilities, provided related course curriculum for NYU and Columbia University, and trained technical personnel at firms such as: American Express Travel, Bank of New York, Prudential Securities, EDS, Andersen Consulting, and IBM.
Today, Jerry and his wife, Celia, live in Portland, Oregon, where they actively support individuals with intellectual disability and their families. Together, they enjoy their 5 children, large extended family, and everything the Pacific Northwest great outdoors has to offer.
If you are following the news about ESG these days, there is no shortage of controversy about the subject. As […]
Vertical operating systems are some of the most interesting early stage investment opportunities in 2024. According to the folks at […]
More and more, structured notes are finding their way into traditional portfolios as a way to augment traditional stock and […]
Last week our CIO, Mark Scalzo, answered the question, Why Global?? In his post, he pointed out five compelling reasons […]
It was ten years ago we launched VG Global Growth. And what a way to celebrate–with a number one peer […]
How do you find the next big investment idea? Or better yet, how do you know when to invest in […]
1999 definitely felt like the end of a secular bull market as the world feverishly prepared for impending doom of […]
How can the VIX be used as an indicator to make investment decisions? In this first episode of our new […]
They call it “nearshoring” or “reshoring” and it could represent attractive investment returns for the next decade and beyond. According […]
Ever think about how experts talk about a market metric to people who really don’t understand what they are saying? […]
For the past 40 years, many would say the traditional 60/40 portfolio has ruled as the King Exemplar of asset […]
Check out this interview Mark did about the outlook for alternative investing and the process we use to manage the […]
Are you looking for alternatives to provide diversification during this period of downward movement in stocks and bonds? Listen to […]