Jim Blue
Directeur Général chez Private Harbour Investment Management & Counsel LLC
Profil
Mr. James A.
Blue is a President & Chief Investment Officer at Private Harbour Investment Management & Counsel LLC.
Before Private Harbour, Mr. Blue was previously a Principal at Greenleaf Capital Management.
Before coming to Ohio, he owned and ran Blue Financial Corporation, a small boutique investment advisory firm.
Prior to that, he was a Senior auditor with Ernst & Young in Philadelphia.
Mr. Blue has spent more than 25 years in and around accounting and investment roles.
He received his undergraduate degree from the University of Richmond.
He passed the Certified Public Accountant exam.
He obtained the Chartered Financial Analyst designation
Postes actifs de Jim Blue
| Sociétés | Poste | Début |
|---|---|---|
Private Harbour Investment Management & Counsel LLC
 Private Harbour Investment Management & Counsel LLC Investment ManagersFinance Private Harbour Investment Management & Counsel LLC (Private Harbour) is an independent, SEC-registered investment advisor headquartered in Solon, Ohio. The firm was founded in 2008 by Geofrey J. Greenleaf and James “Jim” Blue, II. Private Harbour provides investment advice to high-net-worth individuals, pension/profit sharing plans, trusts/estates/charitable organizations, and corporations. | Directeur Général | 01/01/2014 |
Anciens postes connus de Jim Blue
| Sociétés | Poste | Fin |
|---|---|---|
Greenleaf Capital Management, Inc.
 Greenleaf Capital Management, Inc. Investment ManagersFinance Founded in 1976, Greenleaf Capital Management, Inc. is a registered investment advisor located in Shaker Heights, Ohio. | Directeur de la Recherche - Actions | 30/06/2008 |
| Blue Financial Corp. | Corporate Officer/Principal | 30/07/1998 |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Formation de Jim Blue
| University of Richmond | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Greenleaf Capital Management, Inc.
Greenleaf Capital Management, Inc. Investment ManagersFinance Founded in 1976, Greenleaf Capital Management, Inc. is a registered investment advisor located in Shaker Heights, Ohio. | Finance |
Private Harbour Investment Management & Counsel LLC
Private Harbour Investment Management & Counsel LLC Investment ManagersFinance Private Harbour Investment Management & Counsel LLC (Private Harbour) is an independent, SEC-registered investment advisor headquartered in Solon, Ohio. The firm was founded in 2008 by Geofrey J. Greenleaf and James “Jim” Blue, II. Private Harbour provides investment advice to high-net-worth individuals, pension/profit sharing plans, trusts/estates/charitable organizations, and corporations. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
| Blue Financial Corp. | Technology Services |
