David Michael Harris

David Michael Harris

Geen lopende functies

68 jaar
Finance
Consumer Services
Process Industries

Profiel

Mr. David M.
Harris is a Senior Managing Director at USCA RIA LLC.
He is responsible for over $900 million in assets for high net worth clients.
He has more than three decades of professional experience in managing complex financial strategies emphasizing capital preservation while maximizing long-term appreciation.
Mr. Harris was previously employed as a Financial Advisor by UBS Financial Services, Inc., a Principal by Smith Barney & Co., Inc., and a Principal by Drexel Burnham Lambert, Inc. He honors include Financial Advisor of the Year (Financial Advisor Magazine), Barron's Top 1000, and he has been recognized as one of Houston’s top three wealth managers by the Houston Business Journal.
His articles have been published by the Financial Times of London, Research, Ticker, and Financial Planning magazines.
He has been interviewed by publications ranging from L'Economie to the Houston Chronicle and Sacramento Bee, and has appeared as a financial expert on television and radio.
Mr. Harris attended Swarthmore College and Kalamazoo College and earned his CIMA (Certified Investment Management Analyst) certification from the Wharton School of Business.

Eerdere bekende functies van David Michael Harris

BedrijvenFunctieEinde
Portfolio Manager-Equities 30-06-2021
Corporate Officer/Principal 30-11-2010
Smith Barney & Co., Inc. Corporate Officer/Principal 31-12-2003
Drexel Burnham Lambert, Inc. Corporate Officer/Principal 31-12-1988
Ervaring van David Michael Harris in detail bekijken

Opleiding van David Michael Harris

Kalamazoo College Undergraduate Degree
Swarthmore College Undergraduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van David Michael Harris in detail bekijken

Connecties

99

Eerstegraads connecties

6

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit4

Finance

Drexel Burnham Lambert, Inc.

Process Industries

Smith Barney & Co., Inc.

Finance

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. David Michael Harris