Jason M. Harrison, AIFA®, CPFA®
Financial Advisor | Managing Director
Jason began his career at an investment firm five years prior to joining Hefren-Tillotson in 1998. He continued with Baird when the two firms merged in 2022. Jason is a graduate of West Virginia University with a Bachelor of Science in Business Administration, emphasizing in Accounting and Finance. In addition to multiple financial and insurance licenses, Jason earned the Accredited Investment Fiduciary Analyst® (AIFA®) professional designation from the Center for Fiduciary Studies/University of Pittsburgh Katz Graduate School of Business. He has received formal training in investment fiduciary responsibility.
With more than 30 years of experience, Jason leads The Harrison Group with expertise in comprehensive financial planning with an emphasis on wealth management, retirement plan consulting, and fiduciary investment guidance.
Jason is a member of the investment committee of the University of Pittsburgh Medical Center (UPMC); treasurer of the board and current chair of the finance committee for Magee-Womens Research Institute and Foundation; board treasurer of Aquinas Academy; member of LiveLikeLou.org advisory board; and member of the Pittsburgh Society of Investment Professionals.