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Jerry Harris

Jerry Harris

Managing Director

Thomas Jerry Harris, CFA has a broad and deep experience in the financial services industry. His pragmatic business focus underpins successful 40+ year career in portfolio management, market intelligence, risk management, and investment analysis and selection. Strong accomplishments underscore success of investment performance, financial guidance, and receipt of clean audit opinions year over year, through implementation of industry best practices, as well as garnering and nurturing influential contacts. An acknowledged problem-solver, expert in developing new ideas, capitalizing on opportunities, and delivering results, including a 10-year GIPS compliant track record.

Jerry's most recent role was Chief Market Strategist for a fee based registered investment advisory firm (RIA). At this firm, he was the portfolio manager for the Global Macro Hedge Fund. In a prior role, he was the Portfolio manager for a mutual fund in the Trust division of a large regional bank, (currently the 10th largest bank in the U.S.) He has played an important role in developing investment policy statements and asset allocation recommendations to ensure ongoing management of client investment portfolios in ever changing economic and political environment. His self-professed strongest characteristic is ability to navigate through volatile markets.

Jerry's licensures include FINRA Series 7, 63, 65, 86, & 87. Education: B.S. degree in Agriculture (Animal Science) from Western Kentucky University.