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Jeffrey M. Harris
President & CEO at JMH Wealth Management, LLC
Jeffrey M. Harris is a Chartered Financial Analyst (CFA) since 1993, an Accredited Investment Fiduciary (AIF) since 2005, and a Certified Private Wealth Advisor (CPWA) since 2009. With a strong educational background in Finance and Investments, his expertise lies in providing independent and practical wealth management services for high net worth individuals, families, trusts, and institutional investors. Jeffrey has managed a socially responsible mutual fund for eight years, demonstrating his commitment to responsible investing.
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Location
Hanover, New Hampshire, United States
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Vice President at T. Rowe Price
Brad Rosenberg
Market Director, Greater Miami, FL at UBS Financial Services, Inc.
Kimberly Wright Backus, CFA
CFO at Wombi
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See who you know in common with Jeffrey M.