Stamford, Connecticut—Clear Harbor Asset Management is pleased to announce that Security Asset Management (“SAM”) joined the firm during Q2 2023.
SAM was led since its founding in 1990 by Jim Taliaferro. Prior to founding SAM, Jim worked in senior leadership positions at Kidder Peabody, Webster Management, White, Weld & Company, Edwards & Hanly, and Dominick & Dominick.
Jacques Cattier has been with SAM for over 25 years where he managed portfolios for individuals and institutions. As portfolio manager, Jacques worked on the investment selection and management of the firm’s “Emerging Blue Chip” equity strategy, an endeavor which he will proudly continue here at Clear Harbor.
Security Asset Management is now a division of Clear Harbor. Mr. Taliaferro and Mr. Cattier will continue to manage wealth for individuals, families, and institutions with the additional benefit of expanded asset management and wealth management resources and services across a firm with 19 professionals.
“We are thrilled to have the Security Asset Management team join forces with our firm” said Aaron Kennon, Co-Founder and CEO of Clear Harbor Asset Management. “I have known Jim for more than a decade and Jacques for closer to two decades and can speak directly to the attention and detail they have applied to advising clients and managing their investment portfolios. Their firm culture and investment approach fit seamlessly into the Clear Harbor Asset Management family.”
“We are pleased to have joined forces with Clear Harbor. The SAM and Clear Harbor teams are working seamlessly together and remain steadfastly focused on servicing and striving to deliver positive results for our clients,” said Jim Taliaferro.
Mr. Cattier commented:
“We are happy to have partnered with Clear Harbor Asset Management who we know to have a shared focus on clients and the management of their wealth. Clear Harbor brings additional depth across asset management and financial planning on behalf of our clients. Having known the principals at Clear Harbor for many years, we can vouch for their shared values and commitment to our clients. We are excited about the opportunity to bring additional services and support to our platform and for the SAM clients to meet the expanded team here at Clear Harbor.”
About Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in Stamford, Connecticut with an additional office in Plano, Texas. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market-leading investment strategies and cutting-edge technology.
Clear Harbor provides financial solutions on behalf of individuals, families, endowments, corporations, and retirement plans. We pride ourselves on our independence, our entrepreneurial spirit, and an unwavering dedication to our clients and our fiduciary responsibilities. The firm is owned entirely by its employees—a team of veteran financial professionals and problem-solvers with unparalleled breadth of knowledge and experience.