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Michael Carl Harris
Directeur van Onderzoek - Eigen Vermogen bij TriVant Custom Portfolio Group LLC
Actieve functies van Michael Carl Harris
Bedrijven | Functie | Begin | Einde |
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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. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2008 | - |
Loopbaan van Michael Carl Harris
Eerdere bekende functies van Michael Carl Harris
Bedrijven | Functie | Begin | Einde |
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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 | 01-01-2002 | 01-01-2008 |
Opleiding van Michael Carl Harris
University of California | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Director of Research - Equity | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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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 |
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 |
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