Profil
Mr. James S.
Harkness, CFA, is a Chairman of the Board, Chief Executive Officer & Portfolio Manager at Provident Trust Co. He is a director of Jacobus Energy, Inc. He has over forty-six years of investment experience.
Prior to founding Provident Trust Company in March 1999, Mr. Harkness was Chairman of Firstar Investment Research and Management Company, where he served as Chief Investment Officer since its incorporation in 1986.
As CIO, he was responsible for overall investment direction, investment policy and management of certain individually-managed accounts.
Prior to assuming his role at FIRMCO, he was a Senior Vice President and CIO for Firstar Bank Madison which he joined in 1980.
He managed the Firstar Special Growth Fund and the Firstar Special Equity Growth Fund B from 1989 and 1981, respectively, until his departure.
Previously he also worked as an Analyst by M&I Investment Management Corp.
He graduated from the University of Wisconsin.
He is a member of the CFA Institute and the CFA Society of Milwaukee.
Postes actifs de Scott Harkness
| Sociétés | Poste | Début |
|---|---|---|
Provident Trust Co.
 Provident Trust Co. Investment ManagersFinance Provident Trust Co. is a privately-owned SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 1999 by James Scott Harkness. Provident Trust provides portfolio management services to individuals, high net-worth individuals, trusts, estates, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, investment companies and investment advisers. | Directeur Général | 01/03/1999 |
Anciens postes connus de Scott Harkness
| Sociétés | Poste | Fin |
|---|---|---|
| Firstar Investment Research & Management Co. (WI) | Président | - |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Analyst-Equity | - |
Formation de Scott Harkness
| University of Wisconsin | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Provident Trust Co.
Provident Trust Co. Investment ManagersFinance Provident Trust Co. is a privately-owned SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 1999 by James Scott Harkness. Provident Trust provides portfolio management services to individuals, high net-worth individuals, trusts, estates, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, investment companies and investment advisers. | Finance |
| Firstar Investment Research & Management Co. (WI) | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
