David S. Harris, CRPS®, is a fiduciary investment advisor with more than 35 years of experience serving affluent individuals, families, business owners, and retirees. He is the Founder and Principal of Harris Investment Advisors, LLC, and the Founder and Principal of Alternative Investment Advisors, an independent RIA focused on alternative investment education, evaluation, and suitability review.
David’s work centers on disciplined portfolio construction, tax-aware planning, private market due diligence, advisor support, and client-specific investment alignment. His background includes roles with PwC, PaineWebber/UBS, and Old Kent Bank. At Proxy, he is expected to focus on alternative investment case design, advisor education, suitability documentation, and due-diligence-based support for clients and advisors evaluating non-traditional strategies.