Berkeley Harrison
Responsabile della Conformità presso Sterling Financial Group, Inc. (California)
Profilo
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.
Posizioni attive di Berkeley Harrison
Società | Posizione | Inizio |
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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. | Responsabile della Conformità | 01/05/2019 |
Formazione di Berkeley Harrison
University of Southern California | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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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 |
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