Benjamin S. Harris, CFA

Wealth Manager

Ben 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, Ben 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.

PERSONAL & CIVIC AFFILIATIONS

  • CFA Institute and CFA Society of Atlanta

 

Education

  • M.B.A., Georgia State University
  • B.S. in Civil Engineering, University of Tennessee