Wealth manager focused on private client investments as part of a holistic practice that incorporates financial planning, estate planning and business consulting. Veteran manager who delivers multi asset class solutions, separately managed accounts and brokerage solutions to clients. Experienced advising private clients regarding alternative investment offerings, including hedge funds, private equity and real estate strategies, as well as structured notes. The financial consultants at Sterling Financial Group, Inc. are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section ab
Berkeley Harrison
Senior Portfolio Manager & Chief Compliance Officer
Sterling Financial Group Inc
United States, California, Pasadena
About Me
Profile Information
Senior Portfolio Manager & Chief Compliance Officer
Sterling Financial Group Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Pasadena
California
United States
Jul 7, 2025
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