Partner
Current
Jan 2014 - Present
AeroLeads people directory · profile
Michael Harris, Cfa, Cfp Email & Phone Number
Partner and Research Director at TriVant Custom Portfolio Group
at
Trivant Custom Portfolio Group
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Partner and Research Director at TriVant Custom Portfolio Group
Location
San Diego Metropolitan Area, United States, United States
Who is Michael Harris, Cfa, Cfp? Overview
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Quick answer
Michael Harris, Cfa, Cfp is listed as Partner and Research Director at TriVant Custom Portfolio Group at Trivant Custom Portfolio Group, based in San Diego Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael Harris, Cfa, Cfp.
Michael Harris, Cfa, Cfp previously worked as Partner at Trivant Custom Portfolio Group and Research Director at Trivant Custom Portfolio Group. Michael Harris, Cfa, Cfp holds Master Of Business Administration - Mba from San Diego State University.
Company email context
Email format at Trivant Custom Portfolio Group
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Trivant Custom Portfolio Group
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Profile bio
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.
Current workplace
Michael Harris, Cfa, Cfp's current company
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4 roles
Michael Harris, Cfa, Cfp work experience
A career timeline built from the work history available for this profile.
Research Director
Current
Jan 2008 - Present
Portfolio Manager
Jan 2002 - Jan 2008
Research Analyst
Apr 1999 - Oct 2001
2 education records
Michael Harris, Cfa, Cfp education
Master Of Business Administration - Mba
San Diego State University
Ba, Political Science
Ucla
FAQ
Frequently asked questions about Michael Harris, Cfa, Cfp
Quick answers generated from the profile data available on this page.
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 Trivant Custom Portfolio Group?
Michael Harris, Cfa, Cfp is listed as Partner and Research Director at TriVant Custom Portfolio Group at Trivant Custom Portfolio Group.
Where is Michael Harris, Cfa, Cfp based?
Michael Harris, Cfa, Cfp is based in San Diego Metropolitan Area, United States, United States while working with Trivant Custom Portfolio Group.
What companies has Michael Harris, Cfa, Cfp worked for?
Michael Harris, Cfa, Cfp has worked for Trivant Custom Portfolio Group, Private Asset Management, Inc., and Reilly Financial Advisors.
How can I contact Michael Harris, Cfa, Cfp?
You can use AeroLeads to view verified contact signals for Michael Harris, Cfa, Cfp at Trivant Custom Portfolio Group, including work email, phone, and LinkedIn data when available.
What schools did Michael Harris, Cfa, Cfp attend?
Michael Harris, Cfa, Cfp holds Master Of Business Administration - Mba from San Diego State University.
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