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
More profiles to browse
KB
Kody Brown
Financial Advisor & Principal
JP
Jonathan Price
President
MH
Michael Hatch
Financial Advisor, Principal & Owner
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
RD
Russ Degitz
Principal
Huntington University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale