Experience

Emerald Asset Management, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• President, Chief Investment Officer

  • Dec 2013 - Present

  Emerald Asset Management, Inc. is a boutique Registered Investment Advisory Firm serving the investment and planning needs of families, individuals and businesses. At EAM, we consider it a great privilege to continue our long-standing commitment to help our clients Protect and Grow their hard earned investment capital, and to help our clients enjoy the best quality of life possible. We believe that a solid financial planning process, combined with sound investment strategies is the key to financial success. James Tharin has over 30 years of experience in fundamental and technical analysis of equity and fixed income securities. He also brings more than 30 years of experience in financial and retirement planning to serve the clients of Emerald Asset Management, Inc. Before founding Emerald Asset Management, Inc. in 2013, James served his clients by providing financial advice and by managing investment portfolios for 22 years at Wells Fargo Advisors, LLC and at A.G. Edwards & Sons, Inc. His primary responsibilities were developing and implementing investment strategies, investment policy statements and financial plans for families and individual investors, businesses and charitable organizations. He managed multiple discretionary portfolio strategies that could be customized and combined to help meet the unique preferences and needs of each individual client. Show less