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Brian Harper
Presidente presso THE STEPHAN CO.
Posizioni attive di Brian Harper
Società | Posizione | Inizio | Fine |
---|---|---|---|
THE STEPHAN CO. | Independent Dir/Board Member | 01/03/2016 | - |
Presidente | 01/03/2017 | - | |
Direttore/Membro del Consiglio | 01/03/2016 | 01/03/2017 | |
Inlight Wealth Management LLC
![]() Inlight Wealth Management LLC Investment ManagersFinance Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans. | Gestore di Portafoglio-Azioni | 01/10/2020 | - |
Storia della carriera di Brian Harper
Precedenti posizioni note di Brian Harper
Società | Posizione | Inizio | Fine |
---|---|---|---|
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - | - |
Harper Asset Management LLC
![]() Harper Asset Management LLC Investment ManagersFinance Harper Asset Management LLC (HAM) is a privately-owned, SEC-registered investment advisor headquartered in Longmont, Colorado. The firm was founded by Brian Harper in 2001. HAM provides portfolio management services to individuals & high net-worth individuals. | Amministratore Delegato | 01/01/2001 | - |
Fondatore | 01/01/2001 | - | |
Gestore di Portafoglio-Azioni | 01/01/2001 | - | |
Presidente | 01/01/2001 | - |
Formazione di Brian Harper
Rollins College (Florida) | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Founder | 1 |
Settori
Finance | 4 |
Retail Trade | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
THE STEPHAN CO. | Retail Trade |
Aziende private | 3 |
---|---|
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Harper Asset Management LLC
![]() Harper Asset Management LLC Investment ManagersFinance Harper Asset Management LLC (HAM) is a privately-owned, SEC-registered investment advisor headquartered in Longmont, Colorado. The firm was founded by Brian Harper in 2001. HAM provides portfolio management services to individuals & high net-worth individuals. | Finance |
Inlight Wealth Management LLC
![]() Inlight Wealth Management LLC Investment ManagersFinance Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans. | Finance |
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