Ben Harris

Ben Harris

Analyst-Equity at A. Montag & Associates, Inc.

65 year
Finance
Consumer Services

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

CompaniesPositionStart
Analyst-Equity 01/03/2013
All active positions of Ben Harris

Former positions of Ben Harris

CompaniesPositionEnd
Corporate Officer/Principal -
Corporate Officer/Principal -
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Training of Ben Harris

University of Tennessee Undergraduate Degree
Georgia State University Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

15

1st degree connections

5

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies3

Finance

Finance

Finance

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