Our Advisors
Our advisors’ commitment to integrity, ethics, and client service is the cornerstone of our team’s success. With a wealth of experience in the financial industry and relevant certifications such as the CFA (Chartered Financial Analyst) and CIMA (Certified Investment Management Analyst), our clients benefit from their deep understanding of investment strategies, investment planning, and holistic wealth management. Our advisors’ experience and commitment to delivering personalized solutions has earned them industry awards and internal accolades. Most of all, our clients benefit from our advisors’ steadfast commitment to achieving their goals and addressing their needs, however complex.
Our Client Experience Team
Wealth management, especially in the Private Wealth context, is an intimate endeavor reliant on trust and integrity. The Quasha/Harrison Private Wealth Management Group recognizes this intimacy and strives to provide a familial touch across all aspects of client service. At the front-line in this effort, our associates seek to anticipate and promptly address concerns.
Our Client Experience Team handles operational processes including account openings, maintenance, distributions, and record-keeping to ensure compliance with regulations. They collaborate with back-office staff to ensure smooth execution of trades, fund transfers, as well as many other operational procedures. Most importantly, our associates work to develop strong relationships with our clients.
Our Client Experience Team plays a crucial role in our Group’s success and is led by an accomplished associate in Michelle Chavez. Dedicated to delivering the highest level of client service, our Client Associates serve as a critical link between our advisors and our clients, ensuring that our advisors can focus on strategic planning and investment management.
Michelle Chavez
Assistant Vice President
Senior Registered Client Associate