Berkeley Harrison

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.