Michael Harris, Cfa, Cfp

Michael Harris, Cfa, Cfp Email and Phone Number

Partner and Research Director at TriVant Custom Portfolio Group @ Trivant Custom Portfolio Group
Michael Harris, Cfa, Cfp's Location
San Diego Metropolitan Area, United States, United States
About Michael Harris, Cfa, Cfp

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.

Michael Harris, Cfa, Cfp's Current Company Details
Trivant Custom Portfolio Group

Trivant Custom Portfolio Group

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Partner and Research Director at TriVant Custom Portfolio Group
Michael Harris, Cfa, Cfp Work Experience Details
  • Trivant Custom Portfolio Group
    Partner
    Trivant Custom Portfolio Group Jan 2014 - Present
    San Diego, California, Us
    View
  • Trivant Custom Portfolio Group
    Research Director
    Trivant Custom Portfolio Group Jan 2008 - Present
    San Diego, California, Us
    View
  • Private Asset Management, Inc.
    Portfolio Manager
    Private Asset Management, Inc. Jan 2002 - Jan 2008
    San Diego, Ca, Us
    View
  • Reilly Financial Advisors
    Research Analyst
    Reilly Financial Advisors Apr 1999 - Oct 2001
    La Mesa, California, Us
    View

Michael Harris, Cfa, Cfp Education Details

  • San Diego State University
    San Diego State University
    Master Of Business Administration - Mba
  • Ucla
    Ucla
    Political 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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