The Chief Investment Officer for Harrison Financial Services has broad oversight for the investment discipline of the firm. This critical role has responsibility for setting and implementing the investment strategy for the business and works closely with our advisors and cross‑functional planning teams to ensure the investment objectives for our clients are met, while ensuring all regulatory and compliance protocols are followed. The CIO is responsible for engaging in external thought leadership to elevate and represent Harrison Financial Services’ capabilities. This role also leads the investment practice for the firm including research and developing product strategy to support the vision of the firm. The CIO has oversight of the capital and expense budgets pertaining to Harrison Financial Services investment practice.
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