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Private Wealth Team
Bruce H. Harrison, CFP®
Managing Partner, Chief Investment Officer
Bruce H. Harrison received his B.S.M. in Finance from Tulane University in New Orleans, LA and has earned both the Certified Trust Financial Advisor and Certified Financial Planner© professional designations. Before starting Harrison & Company, Bruce worked as a Wealth Management Advisor at Merrill Lynch for six years after a 15 year career in banking including positions at Mellon Bank and SunTrust as a Bank Vice President, Trust Officer and Wealth Manager.
Ian A. Hamre, CFA
Wealth Management Advisor, Retirement Plan Consultant
Ian A. Hamre received his B.S. in Finance with a minor in International Business from Virginia Tech in Blacksburg, Virginia and is a CFA charter holder. The CFA credential is is widely regarded as the preeminent designation in the global financial industry based on its rigorous focus on current investment knowledge, analytical skills, and ethical standards. Before joining Harrison & Company, Ian worked at a regional bank in the commercial lending and municipal finance departments.
Lisa A. Dellinger
Client Service Manager
Lisa A. Dellinger has worked with our founding partner for over ten years and has more than 18 years of experience in the investment advisory industry in a variety of roles providing operational and client service support. Lisa earned her bachelors degree from Radford University and has completed a number of industry licensing programs.