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Berkeley Harrison, CFA
Advanced Monetization Specialist at Hi-Rez Studios
Berkeley Harrison, CFA, is a Senior Portfolio Manager and Chief Compliance Officer at Sterling Financial Group, Inc. He has extensive experience in delivering multi-asset class solutions, separately managed accounts, and brokerage solutions to clients. Harrison is well-versed in advising private clients, showcasing his expertise in the financial services sector.1
His professional background indicates a strong focus on compliance and portfolio management, essential for maintaining regulatory standards and optimizing investment strategies for clients.
Highlights
I am proud to have contributed to our firm's growth in the past five years.
We at Sterling Financial Group, Inc. (SFG) are proud to announce that USA TODAY, flagship publication of the Gannett Group, has prominently included SFG on its “Best Financial Advisory Firms” list for 2024.
USA TODAY partnered with market research firm Statista to rank the top 500 registered investment advisors (RIAs) out of the total of 32,600 RIA firms that manage approximately $115 trillion in assets. The ranking is based on growth of the companies' Assets Under Management (AUM) over the short-term (twelve months) and long term (five-years) periods through 12/31/23 and a survey of more than 25,000 consumers and peers. It should be noted that SFG did not pay USA TODAY or Statista to be considered in this ranking.
This ranking places Sterling Financial Group, Inc. (SFG) as: · 1st firm in Pasadena, CA - top of the heap!! · 27th firm in the State of California · 193rd firm in the United States (Top 1% of all RIA firms nationwide)
"We are delighted to be recognized by USA Today as one of the top RIAs in the country," says founder and Managing Principal Michael Hatch. "In addition to the metrics surveyed by Statista, the impressive credentials of our team and our ability to work on the unique complexities of high-net-worth families, this recognition highlights the results that our outstanding team delivers." Hatch continued, "What really sets us apart is the boutique level of personalized, high-touch service that we offer, in a world where many clients have been underwhelmed with online platforms and maze-like phone menus."
"The significance of this ranking cannot be overstated; it positions us as the premier choice in our local market while also elevating us to the top 99th percentile nationally. This distinction holds particular importance as we extend our services to clients nationwide, which currently span states such as Michigan, Montana, Idaho, Oregon and Florida, among others," notes Kody A. Brown, CFP®, CRPS®, SFG Financial Advisor & Principal. "Our clients appreciate our multi-generational approach and the depth of expertise we offer, unimpeded by geographical constraints."
So happy to report that my mom is excited to move into nearby Villa Gardens retirement community later this month. It was a lengthy, but worthwhile process that involved my sister, my mom and a retirement community consultant. Below find my summary article in our firm's latest newsletter.
If you want to see the entire newsletter, click: https://lnkd.in/dVrVnqB3
