John Barber, CFA
Chief Investment Officer

John brings over a decade 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 multi-billion dollar 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 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 the CFA Institute, and the CFA Society of San Diego.

Dan Laimon, MBA
Managing Member

Dan has more than 15 years 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 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.

Michael C. Harris, CFA
Vice President, Investment Management

Michael has a decade 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.