Brian Harper originally founded Harper Asset Mgmt LLC (HAM) in the fall of 2001 and is president and Chief Investment Officer of the firm. HAM merged with Inlight Wealth Management in October 2020, but returned to being an independent RIA in January 2025. Prior to initially founding HAM in 2001, Brian was an analyst within a wealth management practice at Morgan Stanley. Brian has a BS in Economics from Rollins College and is a CFA charterholder and registered investment advisor.
Harper Asset Management’s equity strategy utilizes a bottom-up, research intensive, fundamentally driven approach to investing in quality businesses at attractive prices. HAM searches for new investments using a number of methods, focusing primarily on value and special situations. Companies undergoing some sort of major change, such as a spin-off, reorganization, or sale of a major subsidiary can result in overlooked, mispriced situations. Our equity portfolios are cross-capitalization, seeking opportunity across the spectrum of market size.