Jeffrey M. Harris, CFA, AIF®, CPWA®
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 Advisors designation, administered by Investment Management Consultants 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.
Cole E. Harris
Cole E. Harris is a Portfolio Manager with JMH Wealth Management, LLC. He received his undergraduate degree in Economics and Hispanic Studies from the University of Puget Sound.
Mr. Harris is a licensed Investment Advisor Representative, having passed the Series 65- Uniform Investment Advisor Law Examination. He has also been awarded the Investment Foundations certificate by the CFA Institute.
In his free time, Cole enjoys outdoors activities such as running, hiking, and fly fishing.
Kim M. Howe, AIF®
Kim M. Howe is Vice President – Office Administration with JMH Wealth Management, LLC. Kim began her career as a Trust Administrator with State Street Bank & Trust Co. in Boston where she was responsible for helping to manage trust and agency accounts. After moving to New Hampshire in 1989, she joined Fleet Investment Advisors as a Trust Investment Officer. Kim has also managed both individual and institutional portfolios for New London Trust FSB and Ledyard National Bank. Ms. Howe has earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, in association with the University of Pittsburgh.
Ms. Howe graduated from Colby Sawyer College where she earned a Bachelor’s degree in Business Administration. She lives in New Hampshire with her family.