Ben Harris
Analyst-Equity chez A. Montag & Associates, Inc.
Profil
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.
Postes actifs de Ben Harris
| Sociétés | Poste | Début |
|---|---|---|
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 |
Anciens postes connus de Ben Harris
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Ben Harris
| University of Tennessee | Undergraduate Degree |
| Georgia State University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
