BlueDoor Private Wealth, LLC

Robert Murphy is a financial advisor at BlueDoor Private Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Little House Capital, LLC and East Coast Asset Management, LLC. Outside of advisory work, Murphy is involved with the Winchester Hospital Advisory Board and maintains CPA-related tax business activities. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment orientation.

Michael Kozak is a CFP® with 24 years of experience in the financial industry. He has been with BlueDoor Private Wealth, LLC since 2019 and also maintains a small, sporadic tax and estate planning practice. Prior to BlueDoor, he worked at East Coast Asset Management, LLC and Little House Capital, LLC. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment approach.

Grady Kozak is a financial advisor at BlueDoor Private Wealth, LLC in Beverly, MA, holding Series 65 and Series 66 licenses with no prior industry experience before joining the firm. He operates a business providing after-school sports programs to elementary and middle schools, which is compensated through parent-paid fees. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning, using customized portfolios that include stocks, bonds, mutual funds, ETFs, and other investment vehicles. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term orientation, regularly monitoring accounts and engaging outside managers when appropriate.

Thomas Shepherd is a financial advisor at BlueDoor Private Wealth, LLC in West Hartford, CT, holding Series 63 and Series 65 designations. He works alongside two other advisors at the firm. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management, offering both discretionary and non-discretionary services, as well as ancillary financial planning. The firm’s long-term oriented investment process uses fundamental and technical analysis to tailor asset allocations and investment policy statements, with options including direct securities, third-party Separate Account Managers, and oversight of private fund positions.

John Shepherd is a financial advisor at Fairbanks Capital Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC and CUNA Mutual Group. Outside of finance, he owns and operates Gemini Portfolio Management, a restaurant and tavern in Seaside, Oregon. Fairbanks Capital Management provides discretionary investment management primarily to individual and institutional clients, focusing on concentrated, long-term equity investments and actively managed fixed income portfolios. The firm is also known for advising private pooled investment vehicles and real estate projects.