Michael Carl Harris
Director of Research - Equity at TriVant Custom Portfolio Group LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jeff Witt | M | - |
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. | 19 years |
| Dan Laimon | M | - |
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. | 21 years |
| John B. Barber | M | - |
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. | 21 years |
| Gregory M. Toppe | M | - |
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. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Dan Goebel | M | - |
University of California
| 7 years |
| Michael Harris | M | - |
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. | 8 years |
| Pinijporn Kasemsap | M | 62 |
University of California
| 10 years |
| Jason Jacob Buol | M | - |
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. | - |
| Mohammed Al-Guari | M | - |
University of California
| 4 years |
| Nicholas Benes | M | 68 |
University of California
| 3 years |
| Ken Hiroshi Tsuboi | M | - |
University of California
| 6 years |
| Mike Fuller | M | - |
University of California
| 6 years |
| Daniel E. Johnson | M | - |
University of California
| 6 years |
| Satryo Soemantri Brodjonegoro | M | 68 |
University of California
| 4 years |
| Tom Soto | M | - |
University of California
| 2 years |
| Daniel Purser | M | - |
University of California
| 4 years |
| Tony G. Avila | M | - |
University of California
| 4 years |
| Earl Johnson | M | 87 |
University of California
| 3 years |
| Tom Moore | M | - |
University of California
| 4 years |
| Mark Thomas Vicencio | M | - |
University of California
| 5 years |
| Steve Layton | M | - |
University of California
| 4 years |
| Abdullah Akyüz | M | 64 |
University of California
| 1 years |
| John L. Berger | M | - |
University of California
| 3 years |
| Sharla Vohs Smith | F | - |
University of California
| 4 years |
| Eric Kubota | M | - |
University of California
| 4 years |
| Terry Pigott | M | 67 |
University of California
| 2 years |
| Brian E. Spencer | M | - |
University of California
| 1 years |
| Norman Packard | M | - |
University of California
| 6 years |
| Kevin Mayeda | M | - |
University of California
| 3 years |
| Sam C. Bose | M | - |
University of California
| 3 years |
| Mamdouh Ghazzawi | M | 65 |
University of California
| 1 years |
| Julie A. Bothamley | F | - |
University of California
| 4 years |
| Kam Pui Chow | M | 65 |
University of California
| 1 years |
| Stéphane Rousset | M | - |
University of California
| 2 years |
| Gregory Karns | M | 67 |
University of California
| 4 years |
| Zachary Hulsey | M | - |
University of California
| 4 years |
| John Williams | M | - |
University of California
| 4 years |
| Nawaf Abdullah Turki Al Saud | M | - |
University of California
| 4 years |
| Brett A. Berliner | M | - |
University of California
| 4 years |
| Jorge Hugo Lemcoff | M | 80 |
University of California
| 3 years |
| Brian Olson | M | - |
University of California
| 4 years |
| Steve Morrow | M | - |
University of California
| 4 years |
| Larry Cohen | M | - |
University of California
| 4 years |
| Jack Zboralske | M | 61 |
University of California
| 4 years |
| Esther Ma | F | - |
University of California
| 4 years |
| Stuart Levine | M | - |
University of California
| 4 years |
| Zhi Fang Lu | M | 70 |
University of California
| 3 years |
| Janet McCormick | F | - |
University of California
| 4 years |
| Mario Tiongson Miranda | M | - |
University of California
| 2 years |
| Eric Marshall Rice | M | - |
University of California
| 4 years |
| Stuart Dubes Chaussée | M | 63 |
University of California
| 4 years |
| Brian Rice | M | - |
University of California
| 5 years |
| Jane Delfendahl | F | - |
University of California
| 4 years |
| William Warren Uchimoto | M | - |
University of California
| 3 years |
| John Richard Trapnell | M | - |
University of California
| 5 years |
| Tom H. Peterson | M | - |
University of California
| 2 years |
| Scott Neamand | M | - |
University of California
| 4 years |
| Michelle Lantow | F | 62 |
University of California
| 4 years |
| Andy Nahas | M | - |
University of California
| 4 years |
| Marco Lorenzo | M | 63 |
University of California
| 4 years |
| Chris Moshy | M | 61 |
University of California
| 4 years |
| Fritz Oidtmann | M | 64 |
University of California
| 1 years |
| Perrin Lim | M | - |
University of California
| 5 years |
| Peter Wollman | M | - |
University of California
| 4 years |
| Rafael Ramon Costas | M | - |
University of California
| 4 years |
| Sam Fernandez | M | - |
University of California
| 3 years |
| Rob Yolland | M | - |
University of California
| 5 years |
| Ken Kroner | M | - |
University of California
| 3 years |
| Heidi L. Steiger | F | 71 |
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. | 18 years |
| Gary Alan Pulford | M | - |
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. | - |
| Jerry M. Weintraub | M | - |
University of California
| 4 years |
| Rob M. Gentry | M | 61 |
University of California
| 4 years |
| Janet Carol Campagna | M | - |
University of California
| 4 years |
| Ralph Michael | M | 69 |
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. | 2 years |
| Joseph Miller | M | 60 |
University of California
| 4 years |
| Anders Gunnar Dahlvig | M | 67 |
University of California
| 1 years |
| Lawrence Benjamin Gill | M | - |
University of California
| 4 years |
| Ahmad Al-Rebdi | M | 63 |
University of California
| 4 years |
| Zhao Jie Li | M | 69 |
University of California
| 4 years |
| David H. Lui | M | - |
University of California
| 3 years |
| Matthew L. Kinley | M | - |
University of California
| 4 years |
| John Barger | M | - |
University of California
| 3 years |
| Robert L. Sundberg | M | - |
University of California
| 3 years |
| Mark L. Reno | M | - |
University of California
| 4 years |
| Jeff W. Olson | M | - |
University of California
| 4 years |
| John S. Quincy | M | - |
University of California
| 4 years |
| Yossi Koren | M | 71 |
University of California
| 4 years |
| Maurice Savart | M | 64 |
University of California
| 1 years |
| Stanislav Polovets | M | 60 |
University of California
| 4 years |
| Michael E. Johnson | M | - |
University of California
| 2 years |
| Charles D. Yingling | M | - |
University of California
| 22 years |
| Mark E. Porter | M | - |
University of California
| 3 years |
| Dan Kanter | M | - |
University of California
| 4 years |
| Jeff Thorp | M | - |
University of California
| 4 years |
| Diane Hsiung | F | - |
University of California
| 4 years |
| Paul H. J. Kim | M | 68 |
University of California
| 3 years |
| Jeffrey I. Werber | M | - |
University of California
| 3 years |
| Andrea Mitroff | F | - |
University of California
| 3 years |
| Jeff M. Schachter | M | - |
University of California
| 2 years |
| Daniel R. Gold | M | - |
University of California
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Michael Carl Harris
- Personal Network
