Investment management professionals and staff

Geofrey Greenleaf
Geof Greenleaf is Chief Executive Officer and co-founder of Private Harbour. He has more than three decades of experience as an investment manager, most as principal of Greenleaf Capital Management, a firm he founded in 1976. He began his career at the leading business-consulting firm McKinsey & Company and Merrill Lynch. He also served two years in the US Army in Germany. Geof earned an A.B. in economics and engineering from Dartmouth College and a MBA with honors in finance from Stanford University. He holds a Chartered Financial Analyst designation and lives with his wife Helen in Novelty, Ohio.

James Blue
Jim Blue is Vice President and Chief Investment Officer for Private Harbour. He was a principal at Greenleaf Capital Management and Blue Financial Corporation before co-founding Private Harbour. Prior to that, he was an auditor with Ernst & Young in Philadelphia. Jim earned a BS in business administration with an accounting concentration at the University of Richmond and passed the Certified Public Accountant exam before graduation. He earned the Chartered Financial Analyst in 1998 and added Personal Financial Specialist (PFS) to his credentials in 2011.

Mary Anne Vilyus
Mary Anne Vilyus is Vice President and Chief Compliance Officer for Private Harbour. She is responsible for fixed income investment implementation, trading, compliance and operations. Before joining Private Harbour, she was Manager of Operations and Securities Trader at Greenleaf Capital Management. Mary Anne has more than 30 years experience in the investment business. Mary Anne graduated magna cum laude with a BA in accounting from Notre Dame College and lives in Mayfield Village.

Addy E. Barr
Addy Barr is our Associate Trader and helps meet our clients’ non-investment-related requests. She graduated from Kent State University with a BA in general studies with a concentration in English and psychology. Addy lives in Auburn with her husband William.

Maria Sorgi-Alder
Maria Sorgi-Alder helps meet our clients' non-investment related requests. She graduated Summa Cum Laude from Baldwin-Wallace College with a Bachelors of Science in middle childhood education. Maria lives in Macedonia with her husband Tommy and three dogs, Roxie, Nacho and Floppy.

Sharie Breaux
Sharie Breaux ensures that Private Harbour’s information technology systems remain fully operational. She is also responsible for composite performance reporting for the firm. She received an Associate degree in information systems from Lakeland Community College and lives in Mentor with her husband Bill.

Barbara Jarvis
Barbara Jarvis is an experienced Administrative Assistant and a Notary. She assists Geof on a part-time basis by serving clients with their non-investment-related requests. Barb has taken many business classes at Cuyahoga Community College. She lives in Bedford.

Eileen Kosloski
Eileen Kosloski handles a range of tasks involving client relations, our  portfolio accounting system and computer systems issues. She has taken classes at Fenn College and Lakeland Community College. Eileen lives in Chesterland with her husband Stan.

Patricia Mehlman
Pat Mehlman is Private Harbour’s Controller and a notary. She assists portfolio managers with a wide variety of tasks. She obtained an associate degree from Lakeland Community College and lives in Willoughby Hills with her husband Dan. She operates Private Harbour's Boca Grande office, which is open November through April.