![Michael Carl Harris](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Michael Carl Harris
Directeur de la Recherche - Actions chez
TriVant Custom Portfolio Group LLC
Profil
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.
Postes actifs de Michael Carl Harris
| Sociétés | Poste | Début |
|---|---|---|
TriVant Custom Portfolio Group LLC
 TriVant Custom Portfolio Group LLC Investment ManagersFinance TCPG is a top-down-style rotational investment manager that generally invests client assets in stocks, fixed-income securities, ETFs, mutual funds, and/or cash equivalent instruments. The firm utilizes a combination of quantitative models along with other third-party research and internal determinations to make their investment decisions. Risk constraints include limitations on exposure to foreign securities and limited sector exposure. TCPG typically holds between 25 and 60 stocks in each account(s). | Directeur de la Recherche - Actions | 01/01/2008 |
Anciens postes connus de Michael Carl Harris
| Sociétés | Poste | Fin |
|---|---|---|
Private Asset Management, Inc.
 Private Asset Management, Inc. Investment ManagersFinance PAM employs in-house and third-party analysis/forecasts of economic trends, asset class investments and individual securities utilizing various financial, economic, and statistical methodologies. Their investment process employs a top-down procedure whereby analysis is conducted initially at a high-level macroeconomic basis. Accounts are customized as prudently as possible to the client’s financial needs, including equity/growth, income (taxable or tax free), or balanced with a blend of equity and income. The basic management style is one of long-term growth and value with an orientation for a minimum of volatility and transactional activity. | Corporate Officer/Principal | 01/01/2008 |
Formation de Michael Carl Harris
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Private Asset Management, Inc.
Private Asset Management, Inc. Investment ManagersFinance PAM employs in-house and third-party analysis/forecasts of economic trends, asset class investments and individual securities utilizing various financial, economic, and statistical methodologies. Their investment process employs a top-down procedure whereby analysis is conducted initially at a high-level macroeconomic basis. Accounts are customized as prudently as possible to the client’s financial needs, including equity/growth, income (taxable or tax free), or balanced with a blend of equity and income. The basic management style is one of long-term growth and value with an orientation for a minimum of volatility and transactional activity. | Finance |
University of California
 University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TriVant Custom Portfolio Group LLC
TriVant Custom Portfolio Group LLC Investment ManagersFinance TCPG is a top-down-style rotational investment manager that generally invests client assets in stocks, fixed-income securities, ETFs, mutual funds, and/or cash equivalent instruments. The firm utilizes a combination of quantitative models along with other third-party research and internal determinations to make their investment decisions. Risk constraints include limitations on exposure to foreign securities and limited sector exposure. TCPG typically holds between 25 and 60 stocks in each account(s). | Finance |
