Berkeley Harrison
Oficial de Cumplimiento en Sterling Financial Group, Inc. (California) .
Perfil
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.
Cargos activos de Berkeley Harrison
Empresas | Cargo | Inicio |
---|---|---|
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. | Oficial de Cumplimiento | 01/05/2019 |
Formación de Berkeley Harrison.
University of Southern California | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- Berkeley Harrison