Jim has been president of Belleair Asset Management since its 2005 formation as an affiliated entity of his family’s brokerage firm, which had been started in 1981 by James H. Clark, his father. Jim worked at the family’s brokerage firm throughout high school and college. Over the years, he has...
Tina began her career in 1981 at the family’s discount brokerage firm, Downstate Discount Brokerage, which later became Downstate Securities Group.At that time, she became one of the youngest to receive the Series 7 stock brokerage license.;She served as vice-president of Downstate for many years. In 2005, Belleair Asset Management,...
Sandy has long been a familiar face at Belleair. Joining us in 2000 as our administrative assistant, she is often our clients’ first point of contact when they call or visit the office. Behind the scenes, she’s also our point person for scores of back-office, account set-up and related operational...