Investment & Planning

Growing up in Hong Kong, one of the world’s leading financial centers, Harrison developed an early interest in finance that followed him to the U.S when he left for college. A wealth management internship in particular piqued his curiosity about portfolio construction and financial planning, which he compares to putting together the pieces of a puzzle.

Harrison earned a bachelor’s degree in business administration with a minor in applied math from Pepperdine University. While there, he volunteered with Ronald McDonald House and the Los Angeles Regional Food Bank, served on his business fraternity’s executive board, and spent a year studying abroad in Heidelberg, Germany. As an Associate at Westmount, Harrison supports the advisory team through trading, client scheduling, and client service.

Outside of work, Harrison enjoys golfing, playing pickleball, and spending time with family and friends over board and card games. When he’s not studying for the Series 65 exam, Harrison is probably busy learning new recipes in the kitchen.