James Tharin
President, Chief Investment Officer at Emerald Asset Management, Inc. | Rocky Mount, North Carolina, United States
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As President and Chief Investment Officer at Emerald Asset Management, Inc., James Tharin plays a pivotal role in shaping the firm’s investment strategies and guiding its commitment to safeguarding and growing clients' capital. With a robust educational background, including a B.A. in Business Management from North Carolina State University and a specialized certificate in Financial Modeling and Valuation from Wall Street Prep, James combines academic rigor with practical expertise. His leadership at Emerald Asset Management is characterized by a client-centric approach, focusing on tailored investment solutions that align with the unique financial goals of families, individuals, and businesses.
Under James's stewardship, the firm has successfully implemented innovative investment strategies, particularly in growth stock investing and global tactical asset allocation. His proficiency in quantitative investment strategies has enabled Emerald to navigate complex market dynamics effectively, ensuring that clients' portfolios are not only resilient but also positioned for long-term growth. Key projects led by James include the development of comprehensive asset management frameworks that integrate 401k rollovers and professional portfolio management, enhancing clients' overall wealth management experience.
James’s extensive involvement with the CFA Society of North Carolina, where he has served as treasurer, secretary, governance chair, and board member, underscores his commitment to advancing the investment profession. His insights and leadership have fostered a culture of excellence at Emerald Asset Management, where the focus remains steadfast on protecting clients' hard-earned investments while pursuing sustainable growth opportunities in an ever-evolving financial landscape.
President, Chief Investment Officer at Emerald Asset Management, Inc. in December 2013 to Present
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North Carolina State University, Batchelor of Arts
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Dividend Investing
Growth Stock Investing
401(k) Retirement Savings Plans
401k Rollovers
Asset Management
Financial Planning
Portfolio Management
Investment Strategies
Professional Portfolio Management
Retirement Planning
Investment Planning
Investment Policy Statements
Investment Strategy
Fundamental Research
Technical Analysis
Global Tactical Asset Allocation
Quantitative Analysis
Quantitative Modeling
Quantitative Analytics
Tactical Asset Allocation
Quantitative Investment Strategies
Microsoft Excel
Management
Finance
Fixed Income
Financial Advisory
Wealth Management
Financial Analysis
Analytical Skills
Asset Allocation
Trading
Investment Management
Dividends
Financial Services
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Discover more about Emerald Asset Management, Inc.What is James Tharin email address?
Email James Tharin at [email protected] and [email protected]. This email is the most updated James Tharin's email found in 2026.
What is James Tharin phone number?
James Tharin phone number is 8603048489.
How to contact James Tharin?
To contact James Tharin send an email to [email protected] or [email protected]. If you want to call James Tharin try calling on 8603048489. (updated on September 05, 2024)
What company does James Tharin work for?
James Tharin works for Emerald Asset Management, Inc.
What is James Tharin's role at Emerald Asset Management, Inc.?
James Tharin is President, Chief Investment Officer
What industry does James Tharin work in?
James Tharin works in the Investment Management industry.
James Tharin Email Addresses
James Tharin Phone Numbers
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