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Michael Harris, CFA, CFP

Michael Harris, CFA, CFP

Research Analyst

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location of Michael Harris, CFA, CFPSan Diego Metropolitan Area

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  • Timeline

  • About me

    Partner and Research Director at TriVant Custom Portfolio Group

  • Education

    • University of California, Los Angeles

      1980 - 1985
      BA Political Science

    • San Diego State University

      -
      Master of Business Administration - MBA

  • Experience

    • Reilly Financial Advisors

      Apr 1999 - Oct 2001
      Research Analyst

    • Private Asset Management, Inc.

      Jan 2002 - Jan 2008
      Portfolio Manager

    • Trivant Custom Portfolio Group

      Jan 2008 - now

      • Partner

        Jan 2014 - now

      • Research Director

        Jan 2008 - now

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board

    • Chartered Financial Analyst (CFA)

      CFA Institute