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Jamison Prince Asset Management

825 Third Avenue, 31st Floor
New York, New York 10022
United States
 
Contact :      Barbara Granata
Phone :       212-415-5830
Fax :             212-220-5320
Email :         jhannah@jpam.com
Web :           http://www.jpam.com

Jamison Prince Asset Management Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $147
Tax-Exempt Managed ($Mil) : $43
Taxable Assets Managed ($Mil) : $104
Year Founded : 1987
Wrap Programs Offered? : No
# of Accounts Managed : 147
In-House Research : 65 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Jamison Prince Asset Management History

Jamison Prince is a boutique registered investment advisory firm established in 1987, and employee owned since 2001. Our existing investment process began in 1993 and specializes in large cap core investments. In 2007 we joined forces with MB Investment Partners, Inc. a large cap manager with operations based in New York City. Together with our large cap growth affiliate, we now have over $800 million under management firmwide.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
141
$128.89
 
Limited Partnership :
 
Foundations :
1
$0.88
ERISA :
5
$16.44
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 4 Analysts : 0
Portfolio Managers : 2 Traders : 0
Client Service : 1 Operation : 1

Jamison Prince Asset Management Personnel

Mr.  Michael D. Jamison

President/CEO
Tel : 212-415-5830
Email: mjamison@jpam.com
Michael D. Jamison, President. As President and Chief Executive Officer of Jamison Prince Asset Management, Michael oversees investment strategy and process. He is also responsible for the strategic and operational decision making for the firm. Michael has more than 25 years of investment and business experience. Before joining the firm in 2001, Michael worked at Brandywine Asset Management for seven years where he was the Founder and Chief Investment Officer for the Private Client business. In that capacity, he was also responsible for managing equity and balanced portfolios for institutional and individual clients. Michael also served on the firm?s Executive Committee as well as the Board of Directors. Prior to Brandywine, Michael spent five years as a managing director with Mitchell Hutchins Asset Management, the asset management subsidiary of PaineWebber, where he was the Chief Investment Officer of its subsidiary, Paine Webber Asset Management. For the previous seven years, Michael was at E.F. Hutton and Company where he was a First Vice President and Chief Investment Officer of its subsidiary, Hutton Directions Management. Prior to that, Michael was a Portfolio Manager at Bankers Trust. Michael holds a BA in economics from Baldwin?Wallace College and an MBA in finance from Fairleigh Dickinson University. He served as a Senior Advisor to the Board of Governors of the Money Management Institute.

Mr.  Jack B. Harris

Portfolio Manager
Tel : 212-415-5830
Email: jharris@jpam.com
Jack B. Harris, Partner & Portfolio Manager. As a portfolio manager for Jamison Prince Asset Management, Jack is responsible for portfolio management and research. He has over 30 years of investment experience. Prior to joining Jamison Prince Asset Management in 1998, Jack spent 16 years with Mitchell Hutchins, the asset management subsidiary of PaineWebber, where he was a Senior Vice President and Senior Portfolio Manager. There, he was responsible for managing US equity and balanced accounts for individual and institutional clients, both domestic and international. Previous to Mitchell Hutchins, Jack was a member of one of Neuberger Berman?s Money Management Groups for three years where he was responsible for managing accounts and generating investment ideas. He also held investment positions with Fidelcor Inc., a bank holding company, and INA Corporation (now CIGNA) as a member of its international staff. Jack served in the U.S. Army for three years at the Supreme Headquarters Allied Powers Europe (SHAPE), Mons, Belgium, where he was awarded the Joint Service Commendation medal for management analyst work. Jack holds a BA from Dartmouth College and an MBA from Harvard University. He is a member of the New York Society of Security Analysts where he serves on the High Net Worth Committee. He is also a member of the Foreign Policy Association and serves on the Executive Committee of his Dartmouth class.

Jamison Prince Asset Management Product Name

Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.
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