Harison S. Sidhu, CFA

Co-Head, Investment Department

Professional Memberships

CFA Society Boston

Designations

Chartered Financial Analyst® Charterholder
Financial Risk Manager (FRM)

Education

Rutgers University, BA in Economics
Babson College, MBA

Focus Areas

Harison is co-head of Fiduciary’s Investment Department and co-chair of the Investment Committee. He is responsible for oversight and selection of funds and managers used to construct portfolios using a proprietary, in-depth quantitative and qualitative assessment and monitoring process. Harison’s responsibilities extend across asset classes and implementation types including passive, active, and private vehicles. He is an industry thought leader, continuously analyzing opportunities to identify funds with the potential to outperform benchmarks.

Experience

Prior to joining Fiduciary, Harison was an investment consultant for BlackRock, working with sophisticated clients to help them build portfolios that reflected intended market exposures, and select and perform due diligence on active funds. Previously, Harison was a portfolio manager at Choate Investment Advisors, focusing on asset allocation and manager and vehicle selection research.

Personal

Harison lives in South Boston with his wife and dog. In his downtime he enjoys spending time with family, cycling, and traveling.

Professional Memberships

CFA Society Boston

Designations

Chartered Financial Analyst® Charterholder
Financial Risk Manager (FRM)

Education

Rutgers University, BA in Economics
Babson College, MBA

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