Berkeley Harrison is an experienced wealth manager with a focus on private client investments, financial planning, estate planning, and business consulting. As a veteran manager, he delivers multi asset class solutions, separately managed accounts, and brokerage solutions to his clients. His expertise includes advising private clients on alternative investment offerings such as hedge funds, private equity, real estate strategies, and structured notes.

Berkeley has studied MBA, Finance at the University of Southern California - Marshall School of Business, and holds an Instructor, Alternative Investments certification from the USC/CFALA CFA Review Program. He also holds an A.B. degree in Economics from Duke University.

Berkeley is currently a Senior Portfolio Manager at Sterling Financial Group, Inc. Previously, he has held positions as Director, Investment Counselor - Law Firm Group at Citi Private Bank, Vice President, Senior Portfolio Manager/Investment Strategist at Comerica Bank, Vice President, Investment Strategist at Wachovia (now Wells Fargo), and President at CFA Society Los Angeles. He has also worked as a Senior Vice President at Oakmont Corporation, a Portfolio Manager at ING Bank, and as SVP, Treasurer at Citibank (Banamex USA).

Berkeley's professional credentials and extensive experience make him a highly sought-after wealth manager with an impressive track record of delivering effective investment solutions.