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Don Harris
Gestionnaire de Portefeuille-Actions chez The Colony Group LLC
Profil
Mr. Donald M.
Harris, CFA MBA, is a Managing Director & Senior Portfolio Manager at The Colony Group LLC.
He has over 30 years of experience, working closely with clients on all aspects of wealth management, particularly focusing on investment strategies.
Mr. Harris prior to joining Colony, Mr. Harris led the investment management team in the Washington, D.C.
office of Sterling Capital’s Private Client Group.
He also worked for NationsBank Private Investments as vice president and portfolio manager, managing assets for both individuals and non-profit organizations.
He received his B.A.
in Economics from Bucknell University and his M.B.A.
in Finance and Investments from The George Washington University.
Postes actifs de Don Harris
Sociétés | Poste | Début |
---|---|---|
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Don Harris
Sociétés | Poste | Fin |
---|---|---|
de Garmo & Kelleher, Inc.
![]() de Garmo & Kelleher, Inc. Investment ManagersFinance De Garmo & Kelleher, Inc. (DGK) provides investment counsel to individuals, families, professional corporations and charitable organizations from their office in Washington, D.C. | Gestionnaire de Portefeuille-Actions | 30/09/2010 |
Formation de Don Harris
Bucknell University | Undergraduate Degree |
George Washington 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 | 2 |
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de Garmo & Kelleher, Inc.
![]() de Garmo & Kelleher, Inc. Investment ManagersFinance De Garmo & Kelleher, Inc. (DGK) provides investment counsel to individuals, families, professional corporations and charitable organizations from their office in Washington, D.C. | Finance |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |