Harrison Rafiq

Harrison Rafiq is currently an Analyst at WMS Partners, a multi-family office based in Washington, DC and Towson, MD, where he focuses on comprehensive financial planning and investment analysis for high-net-worth families and institutions. His responsibilities include conducting detailed portfolio reviews, supporting client advisory teams, and providing insights on multi-generational wealth strategies.

He specializes in advising across a broad array of asset classes, including public equities, fixed income, and alternative investments, with an emphasis on supporting investment allocations for families, family offices, foundations, and trusts. Through his work, Harrison contributes to both traditional investment portfolios and alternative solutions, helping clients navigate complex financial landscapes.

Prior to joining WMS Partners in July 2022, Harrison served as an Associate Wealth Advisor at HB Wealth and was a Business Analyst at RF Industries, Ltd., further expanding his experience in wealth management and operational finance. Harrison earned his Bachelor of Science in Finance from Towson University, equipping him with a strong foundation in portfolio management, security analysis, and financial modeling. His professional expertise centers on holistic wealth advisory and investment strategy across multi-generational client groups.