New York Life Insurance Agent Charles M. Harris, Jr. is Today’s Honoree

CharlesHarrisCharles M. Harris Jr. is a native of Philadelphia, PA and a product of John Bartram High School. Despite having very few positive influences and role models, Charles would go on to attend college at Kutztown University of Pennsylvania. After two years as an Accounting major at Kutztown, Charles transferred to Temple University to pursue his dream of playing Division I collegiate football.

After suffering a serious knee injury Charles turned his full attention to his education and changed his course of study to Actuarial Science and Finance. He would go on to graduate from Temple University in 1995 with a Bachelor of Business Administration degree in Finance. Upon graduation Charles took a position with Ford Motor Credit Corporation and began furthering his education by enrolling in a Master’s Degree program at Temple University.

In November of 1997 Charles was called upon by his former college teammate to oversee his investment portfolio. Charles discontinued his studies and took a position with then Smith Barney as a Financial Consultant. After achieving immediate success and recognition councils, Charles was recruited away to join then Paine Webber in early 2000. By the time Charles joined his new firm he had built a well-recognized and sizable clientele in the sports and entertainment realm.

In 2001, in an effort to better serve the needs of his client base, Charles left the corporate wire house structure to form his own financial services firm Athletic Business Management, Inc. (ABM). In 2005 ABM merged with Gee Financial Group to form The Sports and Entertainment Financial Group, LLC (SEFG). SEFG remains one of the most recognizable business management firms in the world today. Charles sold his interest in 2011 and returned to his financial roots when he joined New York Life Insurance Company.

Charles is a member of the Temple University General Alumni and Black Alumni Associations, as well as the Temple Owl Club. Charles has served as an advisor to the Andre Iguodala Youth Foundation and the Channing Frye Foundation. In addition, he is a much sought after guest speaker at schools and universities throughout the country as well as at NFL & NBA symposiums and programs.

In his spare time, Charles is an avid golfer and top flight Scrabble and Spades player. He resides in the Atlanta area with his lovely wife Dana and their six wonderful children.

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