Brian Harper
Chairman chez THE STEPHAN CO.
Profil
Brian James Harper is the founder of Harper Asset Management LLC, which was founded in 2001.
He held the title of Director at the firm.
Currently, Mr. Harper is the Chairman at Stephan Co. since 2017 and a Partner & Portfolio Manager at Inlight Wealth Management LLC since 2020.
In the past, he worked as a Principal at Morgan Stanley & Co. LLC.
Mr. Harper completed his undergraduate degree at Rollins College (Florida) in 1999.
Postes actifs de Brian Harper
| Sociétés | Poste | Début |
|---|---|---|
| THE STEPHAN CO. | Chairman | 01/03/2017 |
Inlight Wealth Management LLC
 Inlight Wealth Management LLC Investment ManagersFinance Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans. | Portfolio Manager-Equities | 01/10/2020 |
Anciens postes connus de Brian Harper
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Harper Asset Management LLC
 Harper Asset Management LLC Investment ManagersFinance Harper Asset Management LLC (HAM) is a privately-owned, SEC-registered investment advisor headquartered in Longmont, Colorado. The firm was founded by Brian Harper in 2001. HAM provides portfolio management services to individuals & high net-worth individuals. | Chief Executive Officer | - |
Formation de Brian Harper
| Rollins College (Florida) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| THE STEPHAN CO. | Retail Trade |
| Entreprise privées | 3 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Harper Asset Management LLC
Harper Asset Management LLC Investment ManagersFinance Harper Asset Management LLC (HAM) is a privately-owned, SEC-registered investment advisor headquartered in Longmont, Colorado. The firm was founded by Brian Harper in 2001. HAM provides portfolio management services to individuals & high net-worth individuals. | Finance |
Inlight Wealth Management LLC
Inlight Wealth Management LLC Investment ManagersFinance Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans. | Finance |
