Dan has more than two decades of experience in the finance industry. His career began at Citizens Trust Bank (Vancouver, BC, Canada) as the Marketing Manager of the Foreign Exchange Department. He later founded and managed a mid-sized investor relations firm for several years. Subsequently he joined Dundee Securities Corporation, a Toronto-based national financial services firm, as a Research Associate and later moved to the Investment Banking team. At Fisher Investments, Inc., he started as a senior Investment Counselor and was second in charge of launching the Fisher Investments Canada Division. He was later promoted to the Sales Department, where he initiated and headed a department to provide special-case investment analysis and recommendations to prospective clients.
Dan oversees all aspects of client relations at TriVant, and is closely involved with portfolio analysis and strategy.
He co-authored an article entitled “Mandating the Probability of Success: A New Approach to Retirement Planning (Journal of Retirement Planning, November-December 2006).
Dan was born in Vancouver, Canada and graduated from the University of British Columbia with a Bachelor of Commerce Degree in Finance. He received a Masters of Business Administration from the University of Western Ontario, where he concentrated in accounting.
John Barber, CFA
Chief Investment Officer
John brings two decades of financial expertise to the TriVant team. His career began at American Express as a Financial Advisor. He later joined TD Waterhouse as an institutional fixed income trader, and soon progressed to responsibilities as a commodity broker and subsequently a Manager in the Trading Department. At Fisher Investments, Inc., a $50 billion money manager, he was a senior Investment Counselor regarded as a specialist in customized portfolios. His expertise regarding risk and hedging strategies was often sought and implemented by management. Additionally, he was a member of the Small Cap Value research team.
John oversees all aspects of portfolio strategy decisions at TriVant. He continues to develop proprietary computer models to enhance portfolio risk control for customized portfolios. John co-authored an article entitled “Mandating the Probability of Success: A New Approach to Retirement Planning (Journal of Retirement Planning, November-December 2006). He has recently been quoted twice in Kiplinger’s magazine regarding the topic of asset sustainability.
John was born in San Francisco, California and graduated from the University of Oregon with a Bachelor of Science Degree in Political Science. He holds the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and the CFA Society of San Diego.
Michael Harris, CFA
Michael has almost two decades of experience in the area of investment management. Prior to joining TriVant, Michael worked as a trader, research analyst and portfolio manager at two Southern California-based high net worth investment firms. His previous firm, of which he was a member for six years, managed over $800 million in assets.
Michael has been a San Diego resident for his entire life. He earned his undergraduate degree from the University of California, Los Angeles and his MBA from San Diego State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego. Michael lives in La Mesa with his wife, Cindi, and their two children.
Michael is very active in the San Diego community. He is currently serving on the Home of Guiding Hands Board of Directors, as the Treasurer. He previously served on the board of directors for Sports 4 Exceptional Athletes and as a governing board member of Helix Charter High School.