Jim Blue
Algemeen Directeur bij Private Harbour Investment Management & Counsel LLC
Profiel
Mr. James A.
Blue is a President & Chief Investment Officer at Private Harbour Investment Management & Counsel LLC.
Before Private Harbour, Mr. Blue was previously a Principal at Greenleaf Capital Management.
Before coming to Ohio, he owned and ran Blue Financial Corporation, a small boutique investment advisory firm.
Prior to that, he was a Senior auditor with Ernst & Young in Philadelphia.
Mr. Blue has spent more than 25 years in and around accounting and investment roles.
He received his undergraduate degree from the University of Richmond.
He passed the Certified Public Accountant exam.
He obtained the Chartered Financial Analyst designation
Actieve functies van Jim Blue
| Bedrijven | Functie | Begin |
|---|---|---|
Private Harbour Investment Management & Counsel LLC
 Private Harbour Investment Management & Counsel LLC Investment ManagersFinance Private Harbour Investment Management & Counsel LLC (Private Harbour) is an independent, SEC-registered investment advisor headquartered in Solon, Ohio. The firm was founded in 2008 by Geofrey J. Greenleaf and James “Jim” Blue, II. Private Harbour provides investment advice to high-net-worth individuals, pension/profit sharing plans, trusts/estates/charitable organizations, and corporations. | Algemeen Directeur | 01-01-2014 |
Eerdere bekende functies van Jim Blue
| Bedrijven | Functie | Einde |
|---|---|---|
Greenleaf Capital Management, Inc.
 Greenleaf Capital Management, Inc. Investment ManagersFinance Founded in 1976, Greenleaf Capital Management, Inc. is a registered investment advisor located in Shaker Heights, Ohio. | Directeur van Onderzoek - Eigen Vermogen | 30-06-2008 |
| Blue Financial Corp. | Corporate Officer/Principal | 30-07-1998 |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Opleiding van Jim Blue
| University of Richmond | Undergraduate Degree |
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 | 4 |
|---|---|
Greenleaf Capital Management, Inc.
Greenleaf Capital Management, Inc. Investment ManagersFinance Founded in 1976, Greenleaf Capital Management, Inc. is a registered investment advisor located in Shaker Heights, Ohio. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Private Harbour Investment Management & Counsel LLC
Private Harbour Investment Management & Counsel LLC Investment ManagersFinance Private Harbour Investment Management & Counsel LLC (Private Harbour) is an independent, SEC-registered investment advisor headquartered in Solon, Ohio. The firm was founded in 2008 by Geofrey J. Greenleaf and James “Jim” Blue, II. Private Harbour provides investment advice to high-net-worth individuals, pension/profit sharing plans, trusts/estates/charitable organizations, and corporations. | Finance |
| Blue Financial Corp. | Technology Services |
