Profiel
Mr. Brian J.
Harper, CFA, is a President & Chief Investment Officer at Harper Asset Management LLC and a Chairman at Stephan Co.
Prior to initially founding the firm, Mr. Harper was an Analyst within a wealth management practice at Morgan Stanley.
He has a BS in Economics from Rollins College and is a CFA charterholder and registered investment advisor.
Actieve functies van Brian Harper
| Bedrijven | Functie | Begin |
|---|---|---|
| THE STEPHAN CO. | Voorzitter | 01-03-2017 |
Eerdere bekende functies van Brian Harper
| Bedrijven | Functie | Einde |
|---|---|---|
Inlight Wealth Management LLC
Inlight Wealth Management LLC Investment ManagersFinance Provides investment advice | Portefeuillebeheerder-Aandelen | 05-05-2025 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Harper Asset Management LLC
Harper Asset Management LLC Investment ManagersFinance HAM offers clients a fundamental, long-term oriented approach to investing which seek to provide strong risk-adjusted returns over time by focusing on undervalued securities and special situations. The firm manages equity portfolios or the equity portion of a balanced portfolio in a value style, seeking to purchase individual equities at significant discounts from intrinsic value. Their individual equity portfolios typically contain 15-40 individual holdings. HAM manages fixed income portfolios with a focus on loss aversion with respect to interest rate, inflation and credit risk. | Algemeen Directeur | - |
Opleiding van Brian Harper
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Stephan Co.
Stephan Co. Specialty StoresRetail Trade Distributes products for beauty industry | Retail Trade |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Rollins College (Florida)
Rollins College (Florida) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harper Asset Management LLC
Harper Asset Management LLC Investment ManagersFinance HAM offers clients a fundamental, long-term oriented approach to investing which seek to provide strong risk-adjusted returns over time by focusing on undervalued securities and special situations. The firm manages equity portfolios or the equity portion of a balanced portfolio in a value style, seeking to purchase individual equities at significant discounts from intrinsic value. Their individual equity portfolios typically contain 15-40 individual holdings. HAM manages fixed income portfolios with a focus on loss aversion with respect to interest rate, inflation and credit risk. | Finance |
Inlight Wealth Management LLC
Inlight Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
















