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Berkeley Harrison

Senior Portfolio Manager & Chief Compliance Officer

Sterling Financial Group Inc

United States, California, Pasadena

About Me

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

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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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