Michael Carl Harris
Director of Research - Equity at TriVant Custom Portfolio Group LLC
Profile
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.
Michael Carl Harris active positions
| Companies | Position | Start |
|---|---|---|
TriVant Custom Portfolio Group LLC
 TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP. | Director of Research - Equity | 2007-12-31 |
Former positions of Michael Carl Harris
| Companies | Position | End |
|---|---|---|
Private Asset Management, Inc.
 Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Corporate Officer/Principal | 2007-12-31 |
Training of Michael Carl Harris
| University of California | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Private Asset Management, Inc.
Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
TriVant Custom Portfolio Group LLC
TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP. | Finance |
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