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Biography

Harrison is an Associate in the North Bay office. As a member of the firm’s Wealth Management practice, he works closely with the financial advisors and other professionals. He supports the client onboarding process and assists with administrative responsibilities related to portfolio management and other client service needs.

Prior to joining Cerity Partners, Harrison worked as Financial Services Representative for Charles Schwab where he held FINRA Series 7 and Series 63 licenses.

Education

  • B.A. in Economics from Vassar College

Highlights

  • Omicron Delta Epsilon, International Honor Society in Economics

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Lead Concierge

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.