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Jeffrey M. Harris
President & CEO at JMH Wealth Management, LLC
Jeffrey M. Harris is a seasoned investment professional and the President, CEO, and Chief Investment Officer of JMH Wealth Management, LLC, based in Hanover, New Hampshire.12 He has been managing money professionally since 1990 and founded JMH Wealth Management, LLC in 2006.12
Education and Qualifications
Harris holds a Bachelor's degree in Economics from the University of Pittsburgh and an MBA in Finance and Investments from The George Washington University.12 He has earned several prestigious designations:
- Chartered Financial Analyst (CFA) in 1993
- Accredited Investment Fiduciary (AIF) in 2005
- Certified Private Wealth Advisor (CPWA) in 20092
Professional Experience
Prior to founding JMH Wealth Management, Harris held significant positions in the financial industry:
- Senior Vice President at American Trust Company (1995-2006)
- Vice President at Fleet Investment Advisors (1990-1995)2
During his career, he has managed investment portfolios for individual, institutional, and non-profit clients. Notably, Harris managed a no-load, socially responsible common stock mutual fund for nearly eight years.1
Expertise and Services
At JMH Wealth Management, Harris specializes in providing independent, sensible wealth management services to high net worth individuals, families, trusts, and institutional investors.2 His areas of expertise include wealth management and portfolio management.2
Personal Interests
Outside of his professional life, Harris enjoys kayaking, cycling, bird watching, jazz, and photography. He resides in Hanover, NH with his family.1
