Brian Harris, Cfa Email and Phone Number
Brian Harris, Cfa work email
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Brian Harris, Cfa personal email
My objective is to assist my clients in reaching their financial goals. My unique background allows me to work with them on both the asset side (investments), and the liability side (lending) of the ledger. I take an unbiased approach to my client’s affairs, and I treat them the way I would want to be treated: directly with competence, honesty and integrity. I routinely work with realtors, lawyers, attorneys, insurance agents and other professionals for the common good of our mutual clients.
Harris Mortgage
View- Website:
- harrismortgage.net
- Employees:
- 1
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Founder And Mortgage BrokerHarris MortgageVentura, Ca, Us
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Founder & Mortgage BrokerHarris Mortgage Aug 2018 - PresentVentura, Ca
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Founder & Wealth ManagerHarris Wealth Management Jun 2013 - PresentVentura, CaAssist mostly individual high net worth individuals reach their financial goals by offering a combination of investment management and financial planning solutions. -
Mortgage ConsultantCapital Mortgage Services (California) Nov 2013 - Aug 2018Ventura, CaAt Capital Mortgage Services (CMS), I don’t represent a lender, I represent my clients. I take a financial planning approach to lending, meaning I make sure a loan makes financial sense for you before we proceed. After analyzing your financial position, the next step in my process is to find the best loan program for you, and then to search the numerous lenders CMS has relationships with to find you the best rate. As a correspondent lender and a mortgage broker we have access to more products than a traditional bank or direct lender. My goal is to keep you informed throughout the process, and to be your advocate every step of the way.Feel free to contact me with any questions.
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Chief Investment OfficerVariant Capital Apr 2010 - Oct 2012• Responsibilities covered all aspects of the investment management business including: research, portfolio management, trading, operations, compliance, marketing and business management• Involved in all aspects of launching and maintaining the business• Responsible for interviewing, selecting and maintaining relationships with different service providers• Developed an investment process that incorporated both qualitative and quantitative inputs• Created numerous models that assisted in analyzing a company using systematic, repeatable and scalable methods• Created a dynamic risk management system which measured exposure to numerous characteristics• Maintained accounting records, tracked the budget and projected cash flows
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Portfolio ManagerWest Coast Asset Management Aug 2006 - Apr 2010• Responsible for executing all trades• Conducted in-depth qualitative and quantitative research• Developed models to value prospective investments and maintained existing models• Actively participated in investment committee meetings by presenting and challenging ideas• Implemented new and enhanced existing procedures for trading, research & portfolio management• Established/Maintined relationships with company management, traders, sell-side analysts and large shareholders
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Portfolio Manager/AnalystA&M Investment Management Oct 2001 - Aug 2006• Conducted research to identify new investments and monitored existing holdings• Evaluated clients risk tolerance, time horizon and investment objectives• Conducted meetings with clients to discuss performance and current holdings• Assisted in placing equity and fixed income trades• Responsible for daily reconciliation, generation of statements and performance reports
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Mutual Fund TraderLpl Financial Apr 2000 - Oct 2001La Jolla, Ca• Executed mutual fund trades, remedied trade errors and trained new hires -
Floor Brokers ClerkCasey Securities Jun 1999 - Dec 1999San Francisco Bay Area• Assisted a broker in the execution of orders in one of the busiest pits on the floor. • Responsible for holding and monitoring all orders that were not immediately executable• Oversaw the transition from paper to electronic trade tickets.
Brian Harris, Cfa Skills
Brian Harris, Cfa Education Details
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Business-Economics -
Ventura High SchoolGeneral
Frequently Asked Questions about Brian Harris, Cfa
What company does Brian Harris, Cfa work for?
Brian Harris, Cfa works for Harris Mortgage
What is Brian Harris, Cfa's role at the current company?
Brian Harris, Cfa's current role is Founder and Mortgage Broker.
What is Brian Harris, Cfa's email address?
Brian Harris, Cfa's email address is br****@****ris.net
What schools did Brian Harris, Cfa attend?
Brian Harris, Cfa attended Uc Santa Barbara, Ventura High School.
What skills is Brian Harris, Cfa known for?
Brian Harris, Cfa has skills like Investments, Portfolio Management, Equities, Asset Allocation, Hedge Funds, Wealth Management, Equity Trading, Investment Properties, Investment Valuation, Chartered Financial Analyst, Real Estate Investor, Investment Research.
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