Harry Cross, CFP®, CFA

Senior Financial Advisor | Portfolio Management

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Biography
Credentials & Awards
Location(s)

Harry Cross is a wealth management financial advisor based in Winston-Salem, NC.

Harry works with individuals and families to help them achieve their financial goals through comprehensive wealth management and personalized investment strategies. He specializes in portfolio management and wealth management solutions tailored to each client’s unique needs and objectives.

Before joining CAPTRUST, Harry worked with operating companies, including a healthcare technology and services startup, before entering the financial services industry in 2017. He has experience in equity and fixed-income portfolio management, trading, manager research, alternative investments, and managing multi-asset investment strategies.

Harry earned his Bachelor of Arts in religious studies from the University of Virginia and his Master of Business Administration from Vanderbilt University.

In his free time, Harry enjoys spending time with his wife and three young boys.

 

Education

  • Bachelor of Arts in religious studies, University of Virginia
  • Master of Business Administration, Vanderbilt University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst®

Industry Involvement

  • CFA Society of North Carolina

Winston-Salem, NC

615 St. George Square Court #300
Winston-Salem, NC 27103

336.612.3269

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