
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