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Berkeley Harrison, Cfa Email & Phone Number
Senior Portfolio Manager and Chief Compliance Officer
at
Sterling Financial Group, Inc.
1 work email found
@sterlingfg.com
1 phone found area 866
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager and Chief Compliance Officer
Location
Pasadena, California, United States
Company size
Who is Berkeley Harrison, Cfa? Overview
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Quick answer
Berkeley Harrison, Cfa is listed as Senior Portfolio Manager and Chief Compliance Officer at Sterling Financial Group, Inc., a company with 7 employees, based in Pasadena, California, United States. AeroLeads shows a work email signal at sterlingfg.com, phone signal with area code 866, and a matched LinkedIn profile for Berkeley Harrison, Cfa.
Berkeley Harrison, Cfa previously worked as Senior Portfolio Manager & Chief Compliance Officer at Sterling Financial Group, Inc. and Director, Investment Counselor - Law Firm Group at Citi Private Bank. Berkeley Harrison, Cfa holds Instructor, Alternative Investments from Usc/Cfala Cfa Review Program.
Company email context
Email format at Sterling Financial Group, Inc.
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*@sterlingfg.com
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AeroLeads found 1 current-domain work email signal for Berkeley Harrison, Cfa. Compare company email patterns before reaching out.
Profile bio
About Berkeley Harrison, Cfa
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 above. Investment advice offered through Sterling Financial Group, Inc., a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Portfolio Management, Investments, Wealth Management, Alternative Investments, and 17 others.
Current workplace
Berkeley Harrison, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Sterling Financial Group, Inc.
9 roles
Berkeley Harrison, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager & Chief Compliance Officer
CurrentManaged entire investment management process for $300 MM AUM RIA focused on holistic wealth management, including asset allocation, strategy research / selection and investment program implementation. Supervised other investment professionals on team, including traders and data analysts. Chaired Investment Committee and managed compliance program.
May 2019 - Present
Director, Investment Counselor - Law Firm Group
Managed over $250 million in private client investments throughout Southern California, adding over $60 million in AUM in both 2018 and 2019. Utilized an open architecture platform to deliver multi asset class solutions, separately managed accounts and brokerage solutions to clients. Alternative investment offerings included hedge funds, private equity and.
Aug 2014 - May 2019
Vice President, Senior Portfolio Manager / Investment Strategist
Managed over $150 million of private client and non profit charitable organization investment portfolios within a blended proprietary / open architecture platform.Used customized equity, fixed income and alternative investment strategies and derivative structures to satisfy complex client needs. Participated in both business development and client service.
Feb 2010 - Aug 2014
Vice President, Investment Strategist
Managed private client investment portfolios within an open architecture platform. Participated in both business development and client service efforts. Opened seven new client relationships in first twelve months, with over $28 million in total investment assets.
Feb 2008 - Aug 2009
President
Oversaw operations of nonprofit professional organization with three full time staff members and a budget of over $900,000 per annum.Prior roles included Vice President, Treasurer, Board Secretary, chair of Education Committee (5 years).
Sep 2007 - Aug 2008
Senior Vice President
Vetted alternative investment opportunities for family members, including hedge funds and private equity funds.Monitored and reported on over 110 outside investments, primarily private equity funds, with a total fair market value exceeding $2 billion.Spearheaded task force which implemented a firmwide document management system.
Jan 2005 - Nov 2007
Portfolio Manager
Managed correspondent division which purchased whole loans from mortgage loan originators.
Jan 2003 - Dec 2004
Svp, Treasurer
Managed $1.1 billion fixed income portfolio that included MBSs, CMOs, EM bonds and used derivatives to hedge exposures. Supervised investment advisory unit that generated $1.0+ in annual revenue.
May 1999 - Jan 2003
3 education records
Berkeley Harrison, Cfa education
Instructor, Alternative Investments
Usc/Cfala Cfa Review Program
Mba, Finance
A.B., Economics
FAQ
Frequently asked questions about Berkeley Harrison, Cfa
Quick answers generated from the profile data available on this page.
What company does Berkeley Harrison, Cfa work for?
Berkeley Harrison, Cfa works for Sterling Financial Group, Inc..
What is Berkeley Harrison, Cfa's role at Sterling Financial Group, Inc.?
Berkeley Harrison, Cfa is listed as Senior Portfolio Manager and Chief Compliance Officer at Sterling Financial Group, Inc..
What is Berkeley Harrison, Cfa's email address?
AeroLeads has found 1 work email signal at @sterlingfg.com for Berkeley Harrison, Cfa at Sterling Financial Group, Inc..
What is Berkeley Harrison, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 866 for Berkeley Harrison, Cfa at Sterling Financial Group, Inc..
Where is Berkeley Harrison, Cfa based?
Berkeley Harrison, Cfa is based in Pasadena, California, United States while working with Sterling Financial Group, Inc..
What companies has Berkeley Harrison, Cfa worked for?
Berkeley Harrison, Cfa has worked for Sterling Financial Group, Inc., Citi Private Bank, Comerica Bank, Wachovia (Now Wells Fargo), and Cfa Society Los Angeles.
Who are Berkeley Harrison, Cfa's colleagues at Sterling Financial Group, Inc.?
Berkeley Harrison, Cfa's colleagues at Sterling Financial Group, Inc. include Kody Brown, Cfp®, Crps® and Danielle Smith, Cfp®.
How can I contact Berkeley Harrison, Cfa?
You can use AeroLeads to view verified contact signals for Berkeley Harrison, Cfa at Sterling Financial Group, Inc., including work email, phone, and LinkedIn data when available.
What schools did Berkeley Harrison, Cfa attend?
Berkeley Harrison, Cfa holds Instructor, Alternative Investments from Usc/Cfala Cfa Review Program.
What skills is Berkeley Harrison, Cfa known for?
Berkeley Harrison, Cfa is listed with skills including Portfolio Management, Investments, Wealth Management, Alternative Investments, Fixed Income, Financial Markets, Equities, and Hedge Funds.
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