Jim Greer is currently the Chief Executive Officer of an ultra-high net worth family in the Miami/Fort Lauderdale area. In his current role he leads the family office executive team and investment committee. He oversees all family office operations including investments, tax and estate planning, philanthropic administration, capital projects, operating businesses, real estate and human resources.
Prior to that he served as Chief Financial Officer for an ultra-high net worth family in the Silicon Valley and Managing Director of a single family office in Greenwich, CT. Jim also was the Managing Partner of a boutique multi-family office, Greer & Assoc. in New York City.
Jim is a Certified Public Accountant (NY) with public experience working at Ernst and Young LLP. Other career experience includes positions at Viacom, Inc., Time Warner, Inc., The Silicon Valley Group, Inc. and the U.S. House of Representatives (Hon. Christopher Shays).
Jim is a graduate of Millsaps College with Bachelor’s degree in European Studies. He also received his MBA from Fordham University with dual concentrations in Marketing and Accounting. Additionally, Jim holds a Certificate in Financial Planning from New York University.
Jim recently moved to Fort Lauderdale with his husband Brett where they are both active in many philanthropic endeavors. Also, they love to snowboard.