![Ben Harris](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ben Harris
Analyst-Equity bij A. Montag & Associates, Inc.
Profiel
Mr. Benjamin S.
Harris, CFA MBA, is Portfolio Manager at A.
Montag & Associates, Inc. He manages portfolios for individuals, families and institutions, and conducts equity research.
With a long-term investment focus, he employs a blend of fundamental and macroeconomic analysis in selecting securities for client portfolios.
Prior to joining Montag in 2013, Mr. Harris led a team of specialists for the Southeast Region of Wilmington Trust Investment Management where he managed investment portfolios for individual and institutional clients.
His work there focused on risk mitigation strategies using derivatives and other hedging techniques.
He received a BS in Civil Engineering from the University of Tennessee and an MBA from Georgia State University.
He is a CFA Charterholder.
Actieve functies van Ben Harris
Bedrijven | Functie | Begin |
---|---|---|
A. Montag & Associates, Inc.
![]() A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Analyst-Equity | 01-03-2013 |
Eerdere bekende functies van Ben Harris
Bedrijven | Functie | Einde |
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Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Corporate Officer/Principal | - |
SunTrust Bank (Richmond Branch)
![]() SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Corporate Officer/Principal | - |
Opleiding van Ben Harris
University of Tennessee | Undergraduate Degree |
Georgia State University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
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A. Montag & Associates, Inc.
![]() A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
SunTrust Bank (Richmond Branch)
![]() SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Finance |
Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Finance |