Jim Taliaferro
Portfolio Manager-Equities at Clear Harbor Asset Management LLC
Jim Taliaferro active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
Career history of Jim Taliaferro
Former positions of Jim Taliaferro
| Companies | Position | Start | 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 | 1990-06-30 | 2023-03-30 |
| Compliance Officer | 1990-06-30 | 2023-03-30 | |
| President | 1990-06-30 | 2023-03-30 |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| President | 1 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| 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 |
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