Jim Taliaferro

Portfolio Manager-Equities at Clear Harbor Asset Management LLC

Finance

Profile

Mr. James D.
Taliaferro is a Portfolio Manager at Clear Harbor Asset Management LLC.
Prior to joining Clear Harbor, the majority of his career was spent with Kidder Peabody Incorporation, where he principally served as President, Chief Investment Officer, and Chief Executive Officer of Webster Management Corporation, the wholly-owned investment subsidiary of Kidder.
In 1990 he founded Security Asset Management (now a division of Clear Harbor) where he served as CEO and Portfolio Manager.

Jim Taliaferro active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	2022-11-30

All active positions of Jim Taliaferro

Former positions of Jim Taliaferro

Companies	Position	End
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.^	Chief Executive Officer	2023-03-30

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Private companies	2
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