Jim Philip

Board of Advisors - Fletcher | Stein

A partner and co-founder of Harbor View Advisors, Jim Philip has more than 20 years’ experience as an investment banker, entrepreneur, executive, investor and board member. Jim works with companies in the areas of Software-as-a-Service (SaaS), Technology-Enabled Services and Business Services, with specific expertise in Human Capital Management (HCM), Financial Technology, Social Media and Marketing Services.

Prior to founding Harbor View, Jim was president of Vurv Technology where he helped grow the company from $3 million in revenue to more than $50 million. At the time of its sale to Taleo Corporation in 2008, Vurv was a recognized global leader in the talent management market.  During Jim’s tenure, the company raised $33 million of venture capital and executed three successful acquisitions and one divestiture.

Prior to joining Vurv, Jim was a partner in Thomas Weisel Partners in San Francisco where he successfully executed more than $5 billion in investment banking transactions. Prior to joining TWP, Jim worked as a senior investment banker for Montgomery Securities in San Francisco and as an M&A specialist for Financo and Dean Witter Reynolds in New York.

Jim received a Bachelor of Arts degree from Vanderbilt University and a MBA from Stanford University.

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