Michael Harris, Cfa, Cfp Email and Phone Number
During my investment career I've built long-term diversified portfolios, selected both equity and fixed income investments and earned my CFA charter.TriVant's Specialties: We manage investment portfolios. We specialize in working with long-term investors who want to strike the correct balance between portfolio growth and conservation of principal.
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PartnerTrivant Custom Portfolio Group Jan 2014 - PresentSan Diego, California, Us -
Research DirectorTrivant Custom Portfolio Group Jan 2008 - PresentSan Diego, California, Us -
Portfolio ManagerPrivate Asset Management, Inc. Jan 2002 - Jan 2008San Diego, Ca, Us -
Research AnalystReilly Financial Advisors Apr 1999 - Oct 2001La Mesa, California, Us
Michael Harris, Cfa, Cfp Education Details
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San Diego State UniversityMaster Of Business Administration - Mba -
UclaPolitical Science
Frequently Asked Questions about Michael Harris, Cfa, Cfp
What company does Michael Harris, Cfa, Cfp work for?
Michael Harris, Cfa, Cfp works for Trivant Custom Portfolio Group
What is Michael Harris, Cfa, Cfp's role at the current company?
Michael Harris, Cfa, Cfp's current role is Partner and Research Director at TriVant Custom Portfolio Group.
What schools did Michael Harris, Cfa, Cfp attend?
Michael Harris, Cfa, Cfp attended San Diego State University, Ucla.
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