Congratulations Harrison Brown!
On your new role as Portfolio Manager.
Alitis Investment Counsel is pleased to announce that Harrison Brown is now licensed as a Portfolio Manager in BC, Alberta, and Ontario.
Harrison’s journey into finance began five years ago when he joined Alitis as a Client Service Administrator. Armed with a thirst for knowledge and a drive to succeed, he quickly proved himself an asset to the team. As Harrison progressed in his career to an Associate Portfolio Manager, he took on increasing responsibilities while continuing to hone his skills, delving deeper into the intricacies of portfolio management. He successfully obtained his Chartered Financial Analyst (CFA) designation in 2023 and has since been assisting Alitis’ Investment Committee by maintaining the internal equity model for the Alitis Growth Pool and the Alitis Income & Growth Pool.
As a Portfolio Manager at Alitis, Harrison enjoys building and deepening relationships with clients to help them achieve their financial goals. He remains dedicated to excellence, constantly exploring new opportunities for growth and innovation for a better client experience.
“I’ve learned a lot on the job that my CFA textbooks could not teach when it comes to working with clients and managing their wealth. These real-world experiences have provided me with a solid foundation upon which to build. Now that I’ve earned the Portfolio Manager title, I am excited to continue to utilize my skillset across all that I do and the clients I serve. The invaluable support and guidance from my colleagues, past and present, as well as the trust bestowed upon me by my clients, has been instrumental in my development not only as a financial professional but as a person. I consider myself incredibly fortunate to have started my financial career at Alitis, where I’ve been afforded opportunities for added responsibilities and career advancement.”
Harrison’s new role marks a significant milestone in his career, reflecting both his individual achievements and Alitis’ commitment to nurturing talent from within.
Our Team at Alitis
Our dedicated team at Alitis has over 250 years of collective industry experience. But what makes us unique is the high level of integrity that every team member brings to the table.
Along with experience and integrity, each team member at Alitis shares the same commitment to our clients. At the end of the day, we measure our success based on the success of you reaching your financial goals.
If you’re interested in investing with Alitis, let’s have a conversation:
