Fulcrum Partners LLC is proud to announce:
Paul Murray Joins Fulcrum Partners as Managing Director
Ponte Vedra Beach, FL (January 27, 2016)
One of the nation’s largest and leading executive benefits consultancy, Fulcrum Partners LLC., announced that Paul S. Murray has joined the company as a Managing Director. The company expects that Murray’s appointment will expand and strengthen the high standards of strategic executive benefits planning and advisory for which Fulcrum Partners is recognized.
Paul Murray is a Certified Public Accountant, a Registered Securities Representative, a Certified Financial Planner, and holds a degree in business administration from California State Polytechnic University. He previously served Verity Point as a Managing Director for eight years and prior to that was a Senior Vice President with a national firm, providing consulting, third-party administration and brokerage services for bank owned life insurance (BOLI) and executive benefit plans. Murray has worked as a tax manager for McGladrey & Pullen, LLP, and Price Waterhouse, LLP.
Murray, who will be based in the Fulcrum Partners Los Angeles office, is skilled in the design, evaluation, funding and implementation of executive benefit programs and he specializes in the education of plan participants regarding the benefits of nonqualified benefit plans.
Phillip L. Currie, Jr., a Fulcrum Partners Managing Director who has been part of the company’s Los Angeles office since 2011, said:
We are excited that Paul has joined the nationwide offices of Fulcrum Partners. He is respected for his in-depth knowledge of financial and tax aspects of executive benefit planning and his energy and experience will be key to advancing the company’s strategic growth plan.”
About Fulcrum Partners LLC:
The Fulcrum Partners (www.fulcrumpartnersllc.com) team of experienced industry professionals serves with diverse skillsets, targeted experience and in-depth knowledge in executive compensation and benefits consulting. Fulcrum Partners is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in Ponte Vedra Beach, Florida (2007), today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles, California; Orlando, Florida; Ponte Vedra Beach, Florida; Portland, Oregon; and Washington D.C
Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.