Aram Durphy, JD is Liberty Hill Investing's portfolio manager and principal. Mr. Durphy received his J.D. in 2003 from the University of California, Davis School of Law. He entered law school as a Regents Scholar, and while there he was awarded the prestigious Downey Brand Scholarship. Prior to founding Liberty Hill, Mr. Durphy practiced complex litigation as a consumer protection attorney for the nationally recognized firm Bramson, Plutzik, Mahler & Birkhaeuser, LLP. In 2006, he left Bramson Plutzik to start his own investment management firm in San Francisco. Mr. Durphy is deeply rooted in value investing and spends much of his time on fundamental equity, microeconomic, and macroeconomic research. He lives with his wife and daughter in Oakland, California.
Wealth manager with wide array of financial knowledge in investments, tax planning, retirement planning, financial and estate planning. Also, extensive sales experience with over 20 years of managing a territory and growing sales. Relationship management is my strength as well as bringing in business. Small business experience employing over 30 people.
Completed CFP Certification Professional Education Program; Trust I school; extensive sales training including two separate PSS (Professional Selling Skills) classes. Numerous sales awards before my financial career.
A professional, objective, driven, faithful leader whom others can depend on and call on when they need a problem solved. Energetic, efficient, optimistic, aggressive and giving. Loyal and well prepared to help prospects and clients in servicing their financial needs.
Active member of Church of the Ascension; 3rd degree Member Knights of Columbus Council 1032, marraige ministries; Century Blood Donor; Development Board Member of Cristo Rey High School. Finance Committee for Community Housing Wyandotte County.
Stock and Bond Investments, financial planning, estate planning, IRA rollovers, real estate investing, 529 college plans
Tony Abbate, CFA is founder and Managing Director of Granite Value Capital, a Hanover, NH based investment management firm. The firm has $80 million in assets under management. Tony received his BBA in Finance and Business Economics from University of Notre Dame in 1992. He received his Chartered Financial Analyst designation in 1997. Prior to starting Granite Value Capital, he worked for nine years as a Portfolio Manager in Fleet/Bank of America's Private Wealth Management division. Tony has thoroughly studied the teachings of the value investment philosophy set forth by Benjamin Graham during the 1930s and 1940s and expanded upon by Warren Buffett and other investors in the second half of the 20th century. In 2000 he completed a study of every publicly traded company with a minimum market capitalization of $25 million (over 5,000 companies) in the United States. From this study he created a universe of about 1,100 stocks that he continuously monitors. Tony's equity investment selection process focuses on minimizing three elements of risk: business risk, balance sheet/bankruptcy risk, valuation risk. Tony looks at stock ownership as owning an interest in a business. His goal is to own a portfolio of companies with return and risk characteristics that are superior to the broader market.