Harrison excels in helping individuals accumulate, protect, and strategically distribute their wealth with a focus on tax-efficient investing. He collaborates with a seasoned team to craft personalized financial strategies tailored to clients' unique goals. Passionate about financial literacy, Harrison empowers individuals to make informed investment decisions.
Professional Background:
- High School: The Episcopal Academy, Newtown Square, PA
- College: Washington College, Chestertown, MD
- Experience: Student Investment Analyst at Brown Advisory, helped manage a $1.5 million portfolio (as of 2023) - (2020 - 2023) | Equitable Advisors - (current)
Personal Interests: Soccer, running, golf, and fishing. Dedicated to fostering meaningful connections in both professional and personal life.