Investment & Planning

Harrison Wakefield

Harrison Wakefield

Associate

Originally from Park City, UT, Harrison had a very active childhood playing sports, hiking, biking and skiing with friends and family. A diehard University of Utah sports fan, Harrison ultimately headed south to Los Angeles to play football and study at Occidental College. There, he earned a Bachelor of Arts degree in economics and received an honors designation for his research on the relationship between unemployment and suicide.

Between his junior and senior years, Harrison accepted a summer internship at Westmount. Today, as a member of Westmount’s Associate Team, he works closely with advisors in several capacities, including client service, trading, financial planning and investment analysis. Harrison also acts as a liaison between clients and their advisors, responding to client questions and requests as needed.

Outside the office, Harrison likes to stay active by going to the beach, hiking, biking and skiing.