JHH WEALTH - Key Persons
As a partner and wealth advisor, David closely advises clients on achieving their goals and priorities. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned his CFP® marks through the Wake Forest University School of Business. Prior to joining jhh, David was a senior advisor for several members of the U.S. Congress. His issue portfolio included federal economic, energy, and financial services policy, as well as trade and international relations. He also served as press secretary and policy director for a U.S. Senate campaign. His career as a political advisor has transferred into the financial world as he continues to build and advise key client relationships on strategies to help them achieve their goals. David is a graduate of Wofford College and holds his Series 7 and Series 66 licenses. In his spare time, David volunteers as a baseball coach for Myers Park Trinity Little League.
Job Titles:
- Partner / Director of Asset Management
Eric has over a decade experience in all aspects of the financial services industry. Eric helped start an RIA and was instrumental in bringing it to SEC-registration status. Leveraging his expertise of the industry, portfolio management, and client relationship management, Eric created an asset management platform utilized by 30+ advisors and which oversaw 300+ million assets. Eric has a Master's of Finance from Northeastern University and is Series 7 and 66 licensed.
Jeff has more than thirty years of industry experience in all areas of bond management and trading. Prior to working with jhh wealth, llc Jeff held executive positions with Merrill Lynch (now part of Bank of America) and Dean Witter (now part of Morgan Stanley) as well as senior portfolio management roles at two regional money managers. In 1997 he purchased Sovereign Advisors, a Registered Investment Advisory firm with less than $100 million AUM and by 2005 had increased the size of the firm to $1.5 billion AUM. He sold the firm to Titanium Asset Management in 2007. He is a graduate of University of Colorado with a B.S. in Economics and a Chartered Financial Analyst (CFA).
Jon brings a wealth of experience to jhh. Over the last decade, Jon has worked for large brokerage firms providing comprehensive financial planning and investment services. He has been named a Five-Star Wealth Manager in Charlotte Magazine and a NABCAP Top-Scoring Wealth Manager in Charlotte, North Carolina. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Planning Counselor® and an Accredited Portfolio Management Advisor®. He received his undergraduate degree in political science and master of public policy from the University of Michigan.
Sam Haskell - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Partner
Sam Haskell began his investment career within the Morgan Stanley research group in 2000. He joined Sterne Agee in its Capital Markets group in 2002, transitioning into the family office in 2014. Prior to joining jhh, Haskell began the Colarion LLC registered investment advisory in 2016, managing broad investment portfolios with particular expertise in the financial services sector. In addition to Colarion, he is a board member for CommerceOne, a Birmingham commercial bank, and holds several real estate investments within SIPCO LLC. Sam holds 20 years experience in the investment universe, including multiple financial crises. He is a CFA charterholder and graduate of Princeton University.