WILLIAM J. MURPHY, MBA, SHRM-CP
Director of Human Resources and Strategy | Partner
William Murphy, MBA, SHRM-CP, is Director of Human Resources and Strategy at Capstone Financial Advisors. Bill first knew Capstone as a client. When an opportunity arose for him to join the team and share his knowledge, he was excited to become part of an organization he valued.
“I was attracted to Capstone as an employee because of its client-first mission. It’s strong values and beliefs are the foundation of its decision-making, which is to always do the right thing for clients and employees. In my role, I hold myself to these same standards with my internal clients as our advisors do with their financial planning clients.””
Invested in the future
As a director of human resources, Bill takes his responsibility to his colleagues very seriously. He sees himself as a mentor who helps coworkers realize their professional goals and objectives. Bill also works closely with the leadership team to guide and establish Capstone’s priorities and strategic direction. At the heart of his approach is treating all people with dignity and respect. When that occurs, he believes we can help others realize their full potential – professionally, personally, and of course, financially.
“When we understand how our actions and decisions affect others, such as how our team members’ contributions affect our clients’ success and our organization’s goals, we can achieve more,” Bill says.”
Building community
Bill works to build a better community outside the workforce, as well. He supports several local organizations and enjoys experiencing new cultures. One highlight of his education career was studying abroad in Rome at the John Felice Rome Center (Loyola University).
Bill earned his Bachelor of Arts from Loyola University and his MBA in Finance and Management Information Systems from the University of Illinois, Chicago. He received his Human Resource certification from the Society for Human Resource Management.
Bill's Perspectives
Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
Capstone has been named to Financial Advisor Magazine’s 2023 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. Capstone has been ranked #230 out of the 521 firms included in the survey.
Capstone was recently named as one of the 2023 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.
Capstone Financial Advisors is pleased to announce that we have been named to the 2022 CNBC FA 100 list of top U.S. registered investment advisors (RIAs).
Capstone has been named to Financial Advisor Magazine’s 2022 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. Capstone has been ranked #221 out of the 534 firms included in the survey.
Capstone Financial Advisors is pleased to announce two new team members: Cole Urban and Jeremy Lorenz will join the firm as Financial Planning Analysts.
We are pleased to announce that we have been named to Financial Advisor Magazine’s 2021 RIA Ranking, which lists the top Registered Investment Advisor firms in the country.
Capstone Financial Advisors is pleased to announce that we have been named as one of the 2021 Best Places to Work in Illinois.
Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team: John Koenig, CFP®, James Marquez, CFP®, and Paul Schee, CFP®, CIMA®, all to Wealth Advisors; Kari McKinley, CFP® to Senior Financial Planner; and Laura Maher to Client Service Specialist.
Capstone Financial Advisors is pleased to announce that we have been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews.
Capstone Financial Advisors is pleased to announce that we have been named to Financial Advisor Magazine’s 2020 RIA Ranking, which lists the top Registered Investment Advisor firms in the country.
Capstone Financial Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
Capstone Financial Advisors is pleased to announce it has been named to Financial Advisor Magazine’s 2019 RIA Survey & Ranking.
Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
Capstone Financial Advisors is pleased to announce the addition of Anood Sadiq as a Client Service Specialist.
Capstone Financial Advisors is pleased to announce the addition of John Koenig, CFP® as a Financial Planner.
Capstone Financial Advisors is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers.