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Jack Brown Harris formerly worked at Beacon Global Asset Management, Inc., as Managing Director, Klingenstein, Fields & Co. LP, as Senior Vice President, MB Investment Partners, Inc., as Partner from 2007 to 2010, Cigna Investments, Inc., as Principal, Jamison Prince Asset Management, Inc., as Partner & Portfolio Manager, Neuberger Berman BD LLC (Investment Management), as Portfolio Manager from 1979 to 1981, and Mitchell Hutchins Asset Management, Inc., as SVP & Senior Portfolio Manager from 1982 to 1997.
Mr. Harris received his undergraduate degree from Dartmouth College and Masters Business Admin degree from Harvard University.
| Sociétés | Poste | Fin |
|---|---|---|
Mitchell Hutchins Asset Management, Inc.
 Mitchell Hutchins Asset Management, Inc. Investment ManagersFinance Provide institutional asset management services | Gestionnaire de Portefeuille-Actions | 31/12/1997 |
Klingenstein, Fields & Co. LP
 Klingenstein, Fields & Co. LP Investment ManagersFinance KF Advisors aims to deliver strong risk-adjusted returns and follows a long-term investment approach that strives to preserve and grow clients’ assets, after taxes and the impact of inflation. The firm believes that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. KF Advisors utilizes both a top-down and bottom-up approach. | Gestionnaire de Portefeuille-Actions | - |
Beacon Global Asset Management, Inc.
 Beacon Global Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | - |
MB Investment Partners, Inc.
 MB Investment Partners, Inc. Investment ManagersFinance MB Investment Partners' (MBIP) expertise includes equity management in large- and small-cap strategies, as well as balanced and fixed- income account management. MBIP begins by examining factors that can influence financial markets such as national and world events, political and tax changes, as well as shifts in social attitudes. They then cull a handful of broad themes that will drive this investment outlook. They search for sustained changes in technology, economics and business practices that create opportunities for significant gains. The final selection of securities combines the consideration of a macroeconomic view, their chosen themes and direct contacts with the companies. MBIP accomplishes this process by assigning certain industries and companies to their research analysts and to each of the portfolio managers for thorough review. Their investment recommendations are then considered and compared by all managers until a consensus is reached. The final step is to examine the trading patterns of the stocks that MBIP has chosen to determine when and at what price they will buy and sell. MBIP's growth equity strategy is a bottom-up fundamental approach focused on investing in companies that are capable of generating strong revenue growth and sustainable long-term earnings gains at least 50% greater than that of the S&P 500. They also seek companies that, based upon their valuation metrics, have under-appreciated growth potential. A number of quantitative measures are used to initially identify potential candidates for inclusion in the portfolio. However, only after the completion of extensive fundamental analysis is a stock approved for investment. Portfolios are concentrated typically in 30 to 40 positions. For fixed-income, the firm emphasizes quality bonds with intermediate maturities in order to maintain a high degree of liquidity and to limit the volatility of the portfolio. Longer-term issues may be used as equity substitutes in periods when MBIP believes that projected returns are competitive with the equity markets. Since the relationship between taxable and municipal bond yields changes from time to time, they will invest in either sector to optimize after-tax returns for their clients. In assessing the attractiveness of the bond market, MBIP employs the same discipline of fundamental and technical analysis that is used in the investment process for equities. They look for changes in fundamentals or investor psychology that will be the catalyst to provide superior returns. | Gestionnaire de Portefeuille-Actions | 31/07/2010 |
Cigna Investments, Inc.
 Cigna Investments, Inc. Investment ManagersFinance CII manages investment portfolios using a top-down and bottom-up investment process within a governance framework designed to ensure consistency with a client’s mandate. Ultimately, portfolio managers are responsible for constructing a portfolio based on client needs and objectives. Generally, the firm’s client portfolios are invested on a “buy and manage” basis, using duration, quality, liquidity and asset mix targets attuned to the client’s objectives and/or liabilities being supported. | Corporate Officer/Principal | 31/12/1978 |
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Sociétés cotées
Entreprise privées
| Entreprise privées | 9 |
|---|---|
Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance KF Advisors aims to deliver strong risk-adjusted returns and follows a long-term investment approach that strives to preserve and grow clients’ assets, after taxes and the impact of inflation. The firm believes that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. KF Advisors utilizes both a top-down and bottom-up approach. | Finance |
MB Investment Partners, Inc.
MB Investment Partners, Inc. Investment ManagersFinance MB Investment Partners' (MBIP) expertise includes equity management in large- and small-cap strategies, as well as balanced and fixed- income account management. MBIP begins by examining factors that can influence financial markets such as national and world events, political and tax changes, as well as shifts in social attitudes. They then cull a handful of broad themes that will drive this investment outlook. They search for sustained changes in technology, economics and business practices that create opportunities for significant gains. The final selection of securities combines the consideration of a macroeconomic view, their chosen themes and direct contacts with the companies. MBIP accomplishes this process by assigning certain industries and companies to their research analysts and to each of the portfolio managers for thorough review. Their investment recommendations are then considered and compared by all managers until a consensus is reached. The final step is to examine the trading patterns of the stocks that MBIP has chosen to determine when and at what price they will buy and sell. MBIP's growth equity strategy is a bottom-up fundamental approach focused on investing in companies that are capable of generating strong revenue growth and sustainable long-term earnings gains at least 50% greater than that of the S&P 500. They also seek companies that, based upon their valuation metrics, have under-appreciated growth potential. A number of quantitative measures are used to initially identify potential candidates for inclusion in the portfolio. However, only after the completion of extensive fundamental analysis is a stock approved for investment. Portfolios are concentrated typically in 30 to 40 positions. For fixed-income, the firm emphasizes quality bonds with intermediate maturities in order to maintain a high degree of liquidity and to limit the volatility of the portfolio. Longer-term issues may be used as equity substitutes in periods when MBIP believes that projected returns are competitive with the equity markets. Since the relationship between taxable and municipal bond yields changes from time to time, they will invest in either sector to optimize after-tax returns for their clients. In assessing the attractiveness of the bond market, MBIP employs the same discipline of fundamental and technical analysis that is used in the investment process for equities. They look for changes in fundamentals or investor psychology that will be the catalyst to provide superior returns. | Finance |
Cigna Investments, Inc.
Cigna Investments, Inc. Investment ManagersFinance CII manages investment portfolios using a top-down and bottom-up investment process within a governance framework designed to ensure consistency with a client’s mandate. Ultimately, portfolio managers are responsible for constructing a portfolio based on client needs and objectives. Generally, the firm’s client portfolios are invested on a “buy and manage” basis, using duration, quality, liquidity and asset mix targets attuned to the client’s objectives and/or liabilities being supported. | Finance |
Jamison Prince Asset Management, Inc.
 Jamison Prince Asset Management, Inc. Investment ManagersFinance JPAM's core equity investment approach embraces value and growth qualities and incorporates fundamental analysis with experienced judgment. Using comprehensive databases and a proprietary screening standard, JPAM first reduces their universe of issues by eliminating smaller companies with market-cap below $1 billion. Stocks then are screened to eliminate securities with market valuations that they deem too high or too risky or, for that matter, too low and too mundane. Their valuation standards encompass the central two-thirds of the S&P 500 valuation range. The firm next identifies companies that demonstrate a critical combination: both rising earnings estimates and successful earnings reports relative to consensus projections. Fundamental analysis on the statistically selected pool of candidates begins with management's commentary and is supplemented with competitors' information and Wall Street analysis. JPAM's analysis confirms current trends and establishes confidence over the intermediate future. The research effort is prioritized by portfolio needs. The firm employs two lists of equity securities to build client portfolios; each list is constructed from the same group of statistically attractive candidates and is selected based on confirming fundamental research. Client portfolios are individually tailored and are constructed using both the Core and Dynamic lists. Factors such as tax sensitivity, risk tolerance and special requirements are considered in the final selection. The Core List of stocks comprises large-cap issues with pervasive quality characteristics--companies that are outstanding in terms of product, financial strength, management and international diversification. They select these securities with the perception that they will provide enduring, consistent growth. These issues are designed to serve as the long-term core of a portfolio. The Dynamic List is more flexible and sensitive to change than the Core List. This group is designed to provide portfolios with an opportunistic interface with the marketplace. Securities selected include companies whose profits are improving but where that improvement may be limited in scope or duration. JPAM has a well-defined sell discipline that is strictly adhered to and consistently implemented. Factors that prompt a critical review include deterioration of fundamental characteristics, valuations reach excessive levels, portfolio sector or security position expands to an imprudent allocation or assets are reinvested to other securities that offer equal or greater opportunities for growth. Factors that demands a sale include earnings disappointment relative to consensus are sold from the portfolio. | Finance |
Beacon Global Asset Management, Inc.
Beacon Global Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Finance |
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Finance |
Mitchell Hutchins Asset Management, Inc.
Mitchell Hutchins Asset Management, Inc. Investment ManagersFinance Provide institutional asset management services | Finance |
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