Ben Harris
Analyst-Equity at A. Montag & Associates, Inc.
Profile
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.
Ben Harris active positions
Companies | Position | Start |
---|---|---|
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 | 2013-02-28 |
Former positions of Ben Harris
Companies | Position | End |
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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 | - |
Training of Ben Harris
University of Tennessee | Undergraduate Degree |
Georgia State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
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