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John Murray

CEO | Board Member | Business Builder | Advisor

John Murray is the Board Chair and Co-Founder of PlanScout, a fintech company focused on providing financial planning services to independent financial advisors.

Here are some key points about John Murray:

Background and Education

  • John Murray holds a bachelor's degree in finance from the University of Southern California and an MBA from UC Berkeley.1

Professional Experience

  • He has extensive experience as an operating executive and board member, helping companies achieve transformational outcomes through growth plans, technology adoption, operational restructuring, and business unit integration.1
  • Murray has a broad background in improving results for SaaS companies and tech-enabled businesses, focusing on top-line expansion, operating expense reduction, and improved operational execution.1

Roles and Positions

  • Before co-founding PlanScout in 2023, Murray held various leadership roles, including positions on non-profit boards and local and state-wide government commissions.1
  • He is currently the Board Chair and Co-Founder at PlanScout, working alongside Raygar Khailany, the CEO and Co-Founder.134

Achievements and Contributions

  • Murray was part of the team that grew a major public Turnkey Asset Management Platform (TAMP) from $1 billion to $100 billion in assets under management (AUM) using a technology platform.1
  • At PlanScout, he is involved in the strategic vision and execution, particularly after the acquisition of the SIPS Retirement Planning System (SIPS RPS), which aims to enhance financial planning services for advisors.23

Other Involvements

  • Murray has also been involved with other organizations, such as serving as the Chairperson of the Board and Operating Partner for the Riverside Australia Fund.5

Highlights

Sep 5 · prnewswire.com
PlanScout acquires financial planning software SIPS RPS and ...
PlanScout acquires financial planning software SIPS RPS and ...
Sep 5 · counton2.com
PlanScout acquires financial planning software SIPS RPS and ...

Related Questions

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John Murray
John Murray, photo 1
John Murray, photo 2
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Location

Seattle, Washington, United States