Harris Robinson
Student at Davidson College
- Role
- Intern at Integrative Planning
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
Experience
Intern
Sep 2025 — Present · Concord, NC, US
Assisted in building investment portfolios tailored to the goals and risk profiles of younger and emerging clients. Conducted market research and asset allocation analysis to support advisors in portfolio construction and investment strategy development. Participated in client meetings to observe advisor–client interactions, goal-based planning, and the broader wealth management process. Utilized Excel, Morningstar, and PowerPoint to research, analyze, and model portfolio strategies.
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