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JMH Wealth Management LLC

Jeffrey M. Harris, CFA®, AIF®, CPWA® Print E-mail

Jeffrey M. Harris is President, CEO, and Chief Investment Officer of JMH Wealth Management, LLC. Mr. Harris has managed money professionally since 1990. Prior to founding JMH Wealth Management, LLC, Mr. Harris managed investment portfolios for individual, institutional and non profit clients with American Trust Company and Fleet Investment Advisors. He also managed a no load, socially responsible common stock mutual fund for nearly eight years.

Mr. Harris graduated from the University of Pittsburgh with an undergraduate degree in Economics and has an MBA in Finance and Investments from The George Washington University. He has earned the right to use the Chartered Financial Analyst® designation from the CFA Institute. Mr. Harris has earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, in association with the University of Pittsburgh. He holds the Certified Private Wealth Advisorsm designation, administered by Investment Management Consultantssm and taught in conjunction with The University of Chicago Booth School of Business.

Mr. Harris enjoys kayaking, cycling, bird watching, jazz, and photography. He lives in Hanover, NH with his family and two labs.