Michael Carl Harris

Direttore della Ricerca - Azioni presso TriVant Custom Portfolio Group LLC

Finance

Consumer Services

Profilo

Mr. Michael C.
Harris, CFA MBA, is a Research Director at TriVant Custom Portfolio Group LLC.
He has almost two decades of experience in the area of investment management.
He is also Vice President at the firm.
Prior to joining TriVant, he worked as a trader, research analyst and portfolio manager at two Southern California-based high net worth investment firms.
He earned his undergraduate degree from the University of California, Los Angeles and his MBA from San Diego State University.
He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego.

Posizioni attive di Michael Carl Harris

Società	Posizione	Inizio
TriVant Custom Portfolio Group LLC TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP.	Direttore della Ricerca - Azioni	01/01/2008

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Precedenti posizioni note di Michael Carl Harris

Società	Posizione	Fine
Private Asset Management, Inc. Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.	Corporate Officer/Principal	01/01/2008

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Formazione di Michael Carl Harris

University of California

Undergraduate Degree

Esperienze
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Aziende private

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Società collegate

Aziende private	2
Private Asset Management, Inc. Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.	Finance
TriVant Custom Portfolio Group LLC TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP.	Finance