Thomas Jerry Harris, CFA
Over 40 years of investment experience …
Mr. Harris has been employed with United Capital Management of Kansas since February of 2017 (4 years). He is Managing Director and Chief Market Strategist, responsible for oversight of $300+ millions of investment assets under management.
Prior to joining UCM, Mr. Harris was President and Senior Portfolio Manager with Sterne Agee Asset Management, a Registered Investment Advisor. Employed there for 18 years, where he managed institutional investment portfolios as well as their flagship hedge fund.
From 1986 to June 1997 (11 years) Mr. Harris was Vice President, Trust Investment Officer, and Fixed Income Strategist with Regions Financial Corp. He managed institutional investment portfolios as well as a Mutual Fund. Regions is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management and mortgage products. Prior to the bank he was an investment advisor with Merrill Lynch for 7 years.
Mr. Harris is a U.S. Army veteran. He has a B.S. in Agriculture from Western Kentucky University where he attended on a football scholarship. He is also a Chartered Financial Analyst charter holder.
Jerry is not affiliated with SA Stone.