Profile
Mr. Jim D.
Harrington, CFA MBA, is a Principal at Bluestone Wealth Advisors, Inc.
Mr. Harrington was previously employed as a Principal by Retirement Advisors, Inc., a Principal by West Chester Capital Advisors, Inc., Chief Investment Officer by Brinker Capital, Inc., Investments Director by Sunoco, Inc., a Principal by Crown Cork & Seal Co., Inc., and a Principal by US Airways, Inc.
Mr. Harrington has a BBA with distinction from Penn State University and an MBA from the University of Georgia.
He is a member of the CFA Institute, the CFA Society of Philadelphia and a Chartered Financial Analyst.
Former positions of Jim D. Harrington
Companies | Position | End |
---|---|---|
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide. | Portfolio Manager-Equities | 2014-12-23 |
Retirement Advisors, Inc.
Retirement Advisors, Inc. Investment ManagersFinance Retirement Advisors, Inc. provides financial planning advice. Its services include investment consulting, wealth management, and retirement planning. The company was founded by Stephen Haidt in 1996 and is headquartered in Mobile, AL. | Corporate Officer/Principal | 2010-06-30 |
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Chief Investment Officer | 2005-05-31 |
SUNOCO, INC. | Corporate Officer/Principal | - |
US Airways, Inc.
US Airways, Inc. AirlinesTransportation U.S. Airways, Inc. provides air transportation for passengers and cargo. The company was founded in 1982 and is headquartered in Tempe, AZ. | Corporate Officer/Principal | - |
Training of Jim D. Harrington
The Pennsylvania State University | Undergraduate Degree |
University of Georgia | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Crown Cork & Seal Co., Inc.
Crown Cork & Seal Co., Inc. Containers/PackagingProcess Industries Crown Cork & Seal Co., Inc. manufactures and supplies metal cans & plastic containers for the food, beverage, personal care, industrial and household markets. The firm's primary products include steel and aluminum cans, plastic caps, closures and dispensing systems. The company was founded by William Painter in 1892 and is headquartered in Philadelphia, PA. | Process Industries |
US Airways, Inc.
US Airways, Inc. AirlinesTransportation U.S. Airways, Inc. provides air transportation for passengers and cargo. The company was founded in 1982 and is headquartered in Tempe, AZ. | Transportation |
ETC Sunoco Holdings LLC
ETC Sunoco Holdings LLC Specialty StoresRetail Trade ETC Sunoco Holdings LLC engages in refining, marketing, and distributing of petroleum and petrochemical products. Its products include race fuels, related apparel, hats, collectibles, and limited branded merchandise. The company was founded by Joseph Newton Pew and Edward O. Emerson on March 27, 1886 and is headquartered in Newton Square, PA. | Retail Trade |
West Chester Capital Advisors, Inc.
West Chester Capital Advisors, Inc. Investment ManagersFinance West Chester Capital Advisors, Inc. (WCCA) is a SEC-registered investment adviser headquartered in Johnstown, Pennsylvania. The firm was co-founded by Bruce Marra and Thomas McKeon in 1994. They are a wholly-owned subsidiary of AmeriServ Financial Bank, which is wholly-owned by AmeriServ Financial, Inc. (NASDAQ: ASRV), a bank holding company. WCCA manages fiduciary quality portfolios and investment programs for individuals and institutions. | Finance |
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide. | Finance |
Retirement Advisors, Inc.
Retirement Advisors, Inc. Investment ManagersFinance Retirement Advisors, Inc. provides financial planning advice. Its services include investment consulting, wealth management, and retirement planning. The company was founded by Stephen Haidt in 1996 and is headquartered in Mobile, AL. | Finance |
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