![Brian Harper](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brian Harper
Président chez
THE STEPHAN CO.
Profil
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.
Postes actifs de Brian Harper
| Sociétés | Poste | Début |
|---|---|---|
| THE STEPHAN CO. | Président | 01/03/2017 |
Anciens postes connus de Brian Harper
| Sociétés | Poste | Fin |
|---|---|---|
Inlight Wealth Management LLC
 Inlight Wealth Management LLC Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 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. | Directeur Général | - |
Formation de Brian Harper
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
