Associate Portfolio Manager
Harrison is an Associate Portfolio Manager at Alitis with over 4 years’ experience in the financial services industry.
Having previously worked as a Wealth Services Coordinator at Alitis, Harrison has developed a strong understanding of back-office operations. His keen attention to detail and troubleshooting skills have enabled him to confidently and accurately assist clients with their questions and ensure their needs are met. Harrison brings an enthusiasm for serving clients and desires to build and deepen relationships while helping clients achieve their financial goals.
Harrison assists Alitis’ Investment Committee by maintaining the internal equity model for the Alitis Growth Pool and the Alitis Income & Growth Pool. He monitors and reviews the security allocations daily, updates the financial model inputs for the internal model (updating pricing, currency, purchasing power parity) to determine equity allocations and completes analysis and due diligence on current securities and prospective securities.
Harrison holds the Chartered Financial Analyst (CFA®) designation and has a BSc. in Geology from the University of Alberta.
Originally from the hamlet of New Sarepta, Alberta, Harrison moved to Campbell River in 2017. When Harrison is not working, he enjoys promoting financial literacy in the community through the Junior Achievement Volunteer Program, being active, and spending quality time with family.