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Brian Harper Brian Harper, CFA, founded Harper Asset Management, LLC in 2001 after two years as an analyst within a wealth management group at Morgan Stanley. Brian is primarily responsible for the active management of client portfolios, implementing and maintaining the firm’s consistent value-oriented investment strategy. Brian has a B.S. in Economics from Rollins College, is a CFA Charterholder and committee chair for the CFA Society of Seattle. Brian is also a Senior Research Advisor to Dean Chase Global Value, LLC, a value-oriented investment advisory firm. Brian has over ten years of investment experience. |
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Jim Harper Jim Harper joined the firm in 2008. Jim has over 30 years of financial advisory experience in both large and emerging companies as a senior executive, advisor and investor. Jim remains a senior advisor to Focus LLC, a middle market investment banking firm, having advised on numerous capital raising and M&A transactions since 2004. Prior to Focus, Jim was an investment banker for Westminster securities, completing numerous transactions including a capital raise for I-Trax, Inc, which was later purchased by Walgreens. Jim operated JC Harper and Associates where he conducted financial planning services for high net worth families and financial and advisory services for small businesses. He was also an investor and CFO of a medical software firm prior to its sale to a public entity. From 1971 until 1996 Jim served in various financial and senior operating positions with Bellsouth including CFO of several subsidiaries. Jim, CPA, has an MBA in Finance from the University of Florida and is a member of the Georgia Society of CPAs. |
