Berkeley Harrison
Compliance Officer chez Sterling Financial Group, Inc. (California)
Profil
Mr. Berkeley G.
Harrison, CFA MBA, is a Senior Portfolio Manager at Sterling Financial Group, Inc. (California).
He oversees the investment management process at the firm, including asset allocation, manager research, strategy selection, and trading execution.
He manages the firm’s compliance program, including periodic audits and annual reviews, as well as ongoing compliance reporting.
He also participates with current clients in investment reviews to provide economic, market and strategy updates, as well as with prospective clients to explain how investments are integrated in the firm’s financial and estate plans.
He graduated from Duke University with a Bachelor of Arts degree in economics and earned his MBA in Finance from the University of Southern California.
Postes actifs de Berkeley Harrison
| Sociétés | Poste | Début |
|---|---|---|
Sterling Financial Group, Inc. (California)
 Sterling Financial Group, Inc. (California) Investment ManagersFinance Sterling Financial Group, Inc. is an American California-based company that was founded in 2019 by Michael Patrick Hatch, who has been the CEO since its inception. The private company provides investment advice to its clients. | Compliance Officer | 01/05/2019 |
Formation de Berkeley Harrison
| University of Southern California | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Sterling Financial Group, Inc. (California)
Sterling Financial Group, Inc. (California) Investment ManagersFinance Sterling Financial Group, Inc. is an American California-based company that was founded in 2019 by Michael Patrick Hatch, who has been the CEO since its inception. The private company provides investment advice to its clients. | Finance |