Jacques Cattier

Portfolio Manager-Equities at

Clear Harbor Asset Management LLC

Finance

Consumer Services

Profile

Mr. Jacques N.
Cattier is a Portfolio Manager at Clear Harbor Asset Management LLC.
Prior to joining Clear Harbor, he was employed for 25 years as a Portfolio Manager at Security Asset Management (now a division of Clear Harbor) where he was responsible for the investment selection and portfolio management of the firm’s “Emerging Blue Chip” equity strategy.
He received his bachelor’s degree in economics from Trinity College (Connecticut).

Jacques Cattier active positions

Companies	Position	Start
Clear Harbor Asset Management LLC Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor is a multi-asset class investment manager with a dual focus on both asset allocation and security selection. They incorporate values-based considerations and strategies into portfolio construction on an individually tailored basis. The firm seeks to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each client’s tax and legal advisors. Their investment strategy is driven by both a bottom-up and top-down process.	Portfolio Manager-Equities	2022-11-30

All active positions of Jacques Cattier

Former positions of Jacques Cattier

Companies	Position	End
Security Asset Management, Inc. Security Asset Management, Inc. Investment ManagersFinance Security Asset Management's (SAM) investment strategies and advice depends on each client's specific financial situation. Investments and allocations are determined based on each client's predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other suitability factors. SAM recommends all types of securities and they do not necessarily recommend one particular type of security over another.	Portfolio Manager-Equities	2022-11-30

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Private companies	3
Security Asset Management, Inc. Security Asset Management, Inc. Investment ManagersFinance Security Asset Management's (SAM) investment strategies and advice depends on each client's specific financial situation. Investments and allocations are determined based on each client's predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other suitability factors. SAM recommends all types of securities and they do not necessarily recommend one particular type of security over another.	Finance
Trinity College (Connecticut) Trinity College (Connecticut) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Clear Harbor Asset Management LLC Clear Harbor Asset Management LLC Investment ManagersFinance Clear Harbor is a multi-asset class investment manager with a dual focus on both asset allocation and security selection. They incorporate values-based considerations and strategies into portfolio construction on an individually tailored basis. The firm seeks to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each client’s tax and legal advisors. Their investment strategy is driven by both a bottom-up and top-down process.	Finance