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Mike Harris
Membre du Comité d'Investissement chez
Bray Capital Advisors LLC
Profil
Mr. Michael A. Harris, CFA, is Senior Portfolio Manager at Bray Capital Advisors LLC.
With almost 40 years of investment management experience, Mr. Harris is a senior member of the firm’s Investment Committee providing valuable insight in developing the firm’s investment strategy and outlook.
As Senior Portfolio Manager, he manages investment portfolios for clients and their families to help them meet their tactical and long-term financial objectives.
Mr. Harris previously served as Senior Vice President and Portfolio Manager with Huntington Bank managing investment porfolios for private wealth management clients with a variety of complex financial profiles.
He also served in the investment management division of Bank of America.
He earned a BBA and MBA from the University of Wisconsin – Madison.
Postes actifs de Mike Harris
| Sociétés | Poste | Début |
|---|---|---|
Bray Capital Advisors LLC
 Bray Capital Advisors LLC Investment ManagersFinance BCA builds and manages investment portfolios unique to each client using individual stocks, bonds, and exchange traded funds (ETFs). Generally, investment portfolios are globally diversified to optimize risk and return correlations for each client investment portfolio. The investment strategy for a specific client is based upon that client’s goals, objectives, and risk tolerance. | Membre du Comité d'Investissement | 01/04/2014 |
Anciens postes connus de Mike Harris
| Sociétés | Poste | Fin |
|---|---|---|
Willow Street Advisors LLC
 Willow Street Advisors LLC Investment ManagersFinance Willow Street Advisors offers customized investment management solutions that are designed to meet clients' financial goals and risk tolerance. The firm's capabilities include proprietary portfolio management, open architecture (separately-managed external manager accounts) and hybrid approaches. In addition, Willow Street Advisors offers access to alternative asset classes to provide further risk diversification. The firm's equity investment approach is based on their assessment of the fundamental economic environment. Key considerations include domestic and international economic data releases, demographic trends, tax and legislative policies. Willow Street Advisors select individual mid-cap and large-cap stocks based on their evaluation of capital appreciation potential and income contribution. Though not limited by sector, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, health technology and finance sectors. Their fixed-income investment process employs a top-down strategic approach that seeks to add incremental return by anticipating interest rate trends and capitalizing on bond market inefficiencies. Willow Street Advisors uses fundamental economic analysis to evaluate cyclical and secular interest rate trends, along with constant evaluation of global data releases. They also conduct yield curve analysis and yield spread analysis to select the most appropriate instruments and maturities. Willow Street Advisors also offers investment solutions utilizing an open architecture platform. They coordinate diversified investment programs across multiple asset classes using specialist investment managers. Third party managers are carefully selected and subjected to due diligence and monitoring to ensure consistent quality. Diversified portfolios are constructed using outside managers that have differing approaches to achieve optimum risk/reward results. The firm offers access to alternative investment opportunities such as hedge fund and private equity fund strategies to qualified investors who seek further diversification and can accept possible higher risk for the opportunity of higher return. Willow Street utilizes quantitative and qualitative analysis with the goal of increasing diversification, managing risk and enhancing the probability of consistent returns. | Membre du Comité d'Investissement | 01/01/2014 |
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Commercial banking branch office | Corporate Officer/Principal | - |
Huntington National Bank (Investment Management)
 Huntington National Bank (Investment Management) Investment ManagersFinance HNB-IM investment management approach is based on asset allocation. They manage institutional portfolios, global portfolios, domestic portfolios, tax-managed portfolios and active tax-managed portfolios. | Corporate Officer/Principal | - |
Formation de Mike Harris
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
76
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Willow Street Advisors LLC
Willow Street Advisors LLC Investment ManagersFinance Willow Street Advisors offers customized investment management solutions that are designed to meet clients' financial goals and risk tolerance. The firm's capabilities include proprietary portfolio management, open architecture (separately-managed external manager accounts) and hybrid approaches. In addition, Willow Street Advisors offers access to alternative asset classes to provide further risk diversification. The firm's equity investment approach is based on their assessment of the fundamental economic environment. Key considerations include domestic and international economic data releases, demographic trends, tax and legislative policies. Willow Street Advisors select individual mid-cap and large-cap stocks based on their evaluation of capital appreciation potential and income contribution. Though not limited by sector, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, health technology and finance sectors. Their fixed-income investment process employs a top-down strategic approach that seeks to add incremental return by anticipating interest rate trends and capitalizing on bond market inefficiencies. Willow Street Advisors uses fundamental economic analysis to evaluate cyclical and secular interest rate trends, along with constant evaluation of global data releases. They also conduct yield curve analysis and yield spread analysis to select the most appropriate instruments and maturities. Willow Street Advisors also offers investment solutions utilizing an open architecture platform. They coordinate diversified investment programs across multiple asset classes using specialist investment managers. Third party managers are carefully selected and subjected to due diligence and monitoring to ensure consistent quality. Diversified portfolios are constructed using outside managers that have differing approaches to achieve optimum risk/reward results. The firm offers access to alternative investment opportunities such as hedge fund and private equity fund strategies to qualified investors who seek further diversification and can accept possible higher risk for the opportunity of higher return. Willow Street utilizes quantitative and qualitative analysis with the goal of increasing diversification, managing risk and enhancing the probability of consistent returns. | Finance |
Huntington National Bank (Investment Management)
Huntington National Bank (Investment Management) Investment ManagersFinance HNB-IM investment management approach is based on asset allocation. They manage institutional portfolios, global portfolios, domestic portfolios, tax-managed portfolios and active tax-managed portfolios. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Commercial banking branch office | Finance |
Bray Capital Advisors LLC
Bray Capital Advisors LLC Investment ManagersFinance BCA builds and manages investment portfolios unique to each client using individual stocks, bonds, and exchange traded funds (ETFs). Generally, investment portfolios are globally diversified to optimize risk and return correlations for each client investment portfolio. The investment strategy for a specific client is based upon that client’s goals, objectives, and risk tolerance. | Finance |
