Michael Harris, CERTIFIED FINANCIAL PLANNER" Certificant
TriVant Custom Portfolio Group, LLC

John brings two decades of financial expertise to the TriVant team. He joined TD Waterhouse as an institutional fixed income trader, and soon progressed to responsibilities as a commodity broker and subsequently a Manager in the Trading Department. At Fisher Investments, Inc., a $50 billion money manager, he was a senior Investment Counselor regarded as a specialist in customized portfolios. His expertise regarding risk and hedging strategies was often sought and implemented by ...more

John brings two decades of financial expertise to the TriVant team. He joined TD Waterhouse as an institutional fixed income trader, and soon progressed to responsibilities as a commodity broker and subsequently a Manager in the Trading Department. At Fisher Investments, Inc., a $50 billion money manager, he was a senior Investment Counselor regarded as a specialist in customized portfolios. His expertise regarding risk and hedging strategies was often sought and implemented by management. John oversees all aspects of portfolio strategy decisions at TriVant. John co-authored an article entitled Mandating the Probability of Success: A New Approach to Retirement Planning (Journal of Retirement Planning, November-December 2006). He has recently been quoted twice in Kiplinger's magazine regarding the topic of asset sustainability. John was born in San Francisco, California and graduated from the University of Oregon with a Bachelor of Science Degree in Political Science. He holds the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and the CFA Society of San Diego.

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Dan has more than 25 years of experience in the finance industry. His career began at Citizens Trust Bank ( Vancouver, BC, Canada ) as the Marketing Manager of the Foreign Exchange Department. He later founded and managed a mid-sized investor relations firm for several years. Subsequently he joined Dundee Securities Corporation, a Toronto-based national financial services firm, as a Research Associate and later moved to the Investment Banking team. At Fisher Investments, Inc., he started as a se ...more

Dan has more than 25 years of experience in the finance industry. His career began at Citizens Trust Bank ( Vancouver, BC, Canada ) as the Marketing Manager of the Foreign Exchange Department. He later founded and managed a mid-sized investor relations firm for several years. Subsequently he joined Dundee Securities Corporation, a Toronto-based national financial services firm, as a Research Associate and later moved to the Investment Banking team. At Fisher Investments, Inc., he started as a senior Investment Counselor and was second in charge of launching the Fisher Investments Canada Division. He was later promoted to the Sales Department, where he initiated and headed a department to provide special-case investment analysis and recommendations to prospective clients. Dan was born in Vancouver, Canada and graduated from the University of British Columbia with a Bachelor of Commerce Degree in Finance. He received a Masters of Business Administration from the University of Western Ontario, where he concentrated in accounting.

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