Client Advisory


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.


  • B.A. in Economics from Vassar College


  • Omicron Delta Epsilon, International Honor Society in Economics

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