About Daniel R. Harris

Daniel Harris is the founder and principal of D.R. Harris & Co, a fee-only registered investment advisory firm located in the greater San Diego metropolitan area.

Daniel Harris earned a B.A. from Stanford University in 2003.  He graduated Phi Beta Kappa and with Distinction.  While at Stanford he earned the President’s Award for Academic Excellence given to the top 150 students in the class. 

 

He earned a M.A. from Stanford University as part of a coterminal program in 2003.  In this program he served as a teaching assistant for undergraduates focusing on how people behaved in groups.  He conducted research under Professor Noah Mark on how student’s environments lead to segregation in their social networks which was published in Social Science Research in 2012. 

 

He earned a J.D. from the University of California Berkeley in 2006.  His coursework focused on aspects of insurance law, tax law, estate planning, and other topics.  He was the recipient of the American Jurisprudence Award for being the top student in Real Estate Transactions and served as an editor on multiple law journals during his time at Berkeley.

Education

In the legal field, Daniel has worked for the United States Attorney’s Office in the Central District of California and Pillsbury Winthrop Shaw Pittman.  In the financial field he has worked for Merrill Lynch as well as D.R. Harris & Co., where he has been a principal since 2009.

Work Experience

Daniel is active in the Greater San Diego community.  He has served as a Past President and is currently an officer in the Stanford Club of San Diego.  He is a former President of the Cardinal Young Alumni in San Diego where he helped the organization grow substantially during his tenure.  Additionally, he has served as an officer and community service director for Rotary International where he helped distribute over $100,000 a year in grants to nonprofits within the Greater San Diego community.  

Civic Involvement

Daniel’s investment approach is based off the Nobel prize winning research of Eugene Fama and Robert Shiller.  He is also deeply influenced by four people: Warren Buffet on value orientation and patience, Phillip Fisher on components of sustainability in exceptional high quality companies, David Swensen on multi-asset class investing and decision making and John Bogle on minimization of costs and stewardship of client money.

Investment Philosophy

Daniel Blogs at www.drharrisandco.com

Writings

Daniel is available to speak at civic events, professional societies, bar associations, chambers of commerce, Rotary clubs and other professional organizations and business clubs on the following subjects:

 

*The latest academic research and what it means for your investments

*Common Financial Mistakes and How to Avoid Them

*Your time is valuable: simple investing approaches for highly educated busy professionals and skilled workers

*How to invest in recessions, bull markets and everything in between

*How successful entrepreneurs gained and lost their wealth

*History of Financial Theories

*Investing in new asset classes: Peer to Peer Lending and Student Loan Investing

*Evolving Trends and Products in the current market – what are the other investors doing -- and what is the smart money doing today?

 

Feel free to call him at 858-210-6470 or email at daniel@drharrisandco.com if you need a speaker.  

 

Speaking Engagements

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Daniel is married with two children.  He is an avid hiker, world traveler, nature lover and devoted foodie especially loving a great and adventurous home cooked meal.  He has a soft spot for the amazing bulgogi and barbecue from Zion Market and anything home cooked from Julia Child’s “Mastering the Art of French Cooking”.  He lives and works in the UTC area of San Diego just down the street from UC San Diego. 

 

To find out more about Daniel and his services, schedule a free consultation (or phone call) with him.  

Personal Life