"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. 

Eileen J. Kosloski

Portfolio Accounting Administrator 

ekosloski@privateharbour.com

Eileen Kosloski handles a wide range of tasks involving client relations, our portfolio accounting system and computer systems issues. She has taken classes at Fenn College and Lakeland Community College. Eileen lives in Chesterland, Ohio with her husband Stan.