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Harrison Fiduciary Group
Harrison Fiduciary Group puts plan participants first while easing fiduciary burdens for retirement plan sponsors. The firm solely offers independent fiduciary...
Harrison Fiduciary Group
Harrison Fiduciary Group puts plan participants first while easing fiduciary burdens for retirement plan sponsors. The firm solely offers independent fiduciary services, devoid of conflicts of interest, and uniquely integrates decades of hands-on legal and investment industry expertise. It covers the three dimensions required to manage retirement plans prudently: ERISA, investments and corporate governance.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Mitchell Shames
Founder & Managing Director
David Nolan
Director of Investments & Research
Keith Flynn
Chief Marketing Officer
Susan Mangiero
Consultant
Sector focus
Frequently asked questions
Does Harrison Fiduciary Group invest directly in private companies?
The firm's model relies on third-party fund commitments and manager selection rather than direct company-level investments. It builds client portfolios across public equities, fixed income, and alternative fund structures. There is no public evidence of direct co-investment or venture-stage activity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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