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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 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 |
Former positions of Jim Taliaferro
| 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. | Chief Executive Officer | 2023-03-30 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
11
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
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 |
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