Jim Taliaferro
Gestionnaire de Portefeuille-Actions chez Clear Harbor Asset Management LLC
Postes actifs de Jim Taliaferro
Sociétés | Poste | Début | Fin |
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Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor Asset Management LLC (Clear Harbor) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Ian Armstrong and Aaron Kennon in 2009. Clear Harbor provides financial planning, consulting, and investment management services to individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | 01/12/2022 | - |
Historique de carrière de Jim Taliaferro
Anciens postes connus de Jim Taliaferro
Sociétés | Poste | Début | Fin |
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Security Asset Management, Inc.
Security Asset Management, Inc. Investment ManagersFinance Founded in 1990, Security Asset Management, Inc. is a wealth management firm and registered investment advisor located in New York City. The firm offers investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, other business entities and municipal government entities.^ | Directeur Général | 01/07/1990 | 31/03/2023 |
Compliance Officer | 01/07/1990 | 31/03/2023 | |
President | 01/07/1990 | 31/03/2023 |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Chief Executive Officer | 1 |
Compliance Officer | 1 |
President | 1 |
Sectorielle
Finance | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Security Asset Management, Inc.
Security Asset Management, Inc. Investment ManagersFinance Founded in 1990, Security Asset Management, Inc. is a wealth management firm and registered investment advisor located in New York City. The firm offers investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, other business entities and municipal government entities.^ | Finance |
Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor Asset Management LLC (Clear Harbor) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Ian Armstrong and Aaron Kennon in 2009. Clear Harbor provides financial planning, consulting, and investment management services to individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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