FEATURED EVENT

What’s Unique About Nonprofit Investing 

& Why Does it Matter?   

Raffa Investment Advisers will review what’s unique about nonprofit investing and why paying attention to those nuances are important to the effectiveness of your investment program. 

The goal is to empower nonprofit executives to work more effectively with advisors in support of the volunteer leadership’s effort to be effective investment stewards.

Speakers:

Dennis Gogarty, CFP®, AIF® - President, Founder

Dennis launched his investment advisory career with Raffa Financial Services, Inc.  in 2002 and co-founded Raffa Investment Advisers in 2005.  He has served as the firm’s President and lead investment adviser representative ever since.

A major focus of Dennis’ career is promoting the need for increased investment education and transparency.  He is the founder of the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers. 

Mark P. Murphy, CFA - Chief Investment Officer

Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. Mark supports all areas of the firm’s analytical and due diligence processes and leads and develops the firm's overall investment strategy.

Mark has been with Raffa Investment Advisers since 2010. Mark’s career in financial services began in 2004 at Cambridge Associates, LLC where, as Investment Performance Analyst, he performed a variety of research and analytical functions including the effect of asset allocation and security selection on risk and return. Mark then joined CapitalSource Finance, LLC as Senior Account Executive where he managed a portfolio of commercial real estate loans. Mark’s responsibilities included financial analysis and due diligence in support of overall strategy recommendations.

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