"When we consider the values we hold most dear, those that have shaped our lives, careers, personal and professional relationships, those values that continue to impact the way we work with our clients we hold integrity and trust above all else." - Jim Blue
James Blue
CFA, CPA/PFS - President and Chief Investment Officer
Jim Blue is President and Chief Investment Officer for Private Harbour. Before Private Harbour, Jim was previously a Principal at Greenleaf Capital Management. Before coming to Ohio, he owned and ran Blue Financial Corporation, a small boutique investment advisory firm. Prior to that, he was a Senior auditor with Ernst & Young in Philadelphia. All told, Jim has spent more than 25 years in and around accounting and investment roles.
Jim earned a B.S. in Business Administration with an Accounting concentration at the University of Richmond. He passed the Certified Public Accountant exam three days before graduating from college and obtained the CPA designation after completing the required two-year minimum time in public accounting. He obtained the Chartered Financial Analyst designation shortly after moving to Ohio in 1998 and added the Personal Financial Specialist designation in 2010.
Andy Mui
CPA - Portfolio Manager
amui@privateharbour.com
Andy Mui is a Portfolio Manager and Research Analyst at Private Harbour. After a career in public accounting with Coopers & Lybrand LLP and Deloitte & Touche LLP, Andy made a career change into research and portfolio management, and now has more than a decade of research experience as a sector generalist including small and mid-cap mutual funds. Andy received his degree in Business Administration from the University of Michigan and a Masters in Business Administration from the Tuck School of Business at Dartmouth College.
Kimberly A. Florcosky, CFP®
Certified Financial Planner™ professional
Kimberly re-joined Private Harbour Investment Management in September 2020. She is guided by an enthusiastic focus on the financial planning process, endeavors to enrich each client experience and is committed to crafting a strategy to help secure your financial future. Together, we will help you identify and implement solutions to obstacles that are essential to your overall financial health and welfare.
Kimberly brings a well-rounded, 30-year career in the financial services industry. Having worked with Smith Barney, Charles Schwab, Key Investment Services and TD Ameritrade, she brings a wealth of experience along with a thorough knowledge of the financial planning process.
Kimberly graduated from Indiana Wesleyan University with a Bachelor of Science degree in Business. Additionally, she successfully completed the rigorous financial planning curriculum at The American College in Bryn Mawr, PA. and the comprehensive Certified Financial Planner™ exam.
Kimberly resides in Castalia with her husband, Edmund. For recreation, they enjoy cycling, kayaking, skiing and snow shoeing.