Jim Harris, CFP®
Sr. Portfolio Manager

As a Sr. Portfolio Manager, Jim is integral in the portfolio construction process and is a member of the Investment Committee. He has over 40 years of experience in portfolio design and trust management. Prior to joining Oakmont Capital, he was the President of J.E. Harris & Associates, an Investment Advisory Firm, which provided investment management and family office services.

Industry Experience:   42 Years

Professional Interests:  Portfolio management, security research, and personal retirement planning.

Professional Certifications and Associations:

  • Certified Financial Planner (CFP®)

Education

  • MBA from the University of Pittsburgh Katz School of Business
  • BA in Political Science from the University of Pittsburgh