HCO Private Wealth Advisory Team

Our Roanoke based Private Wealth Advisory team takes point for coordinating all our client's private wealth needs.

Bruce H. Harrison CFP,ChFC

Private Wealth Advisor
(540) 204-9310

Bruce is the Managing Partner and Founder of HCO Private Wealth.  Prior to forming HCO, he was a Private Wealth Advisor with Merrill Lynch and before that had a 17-year long career in Trust & Investment Banking for several large national banks and trust companies in the MidAtlantic and SouthEast United States.

Bruce holds a BSM in Finance with a minor in Accounting from the A.B. Freeman School of Business at Tulane University in New Orleans Louisiana.  Bruce is also a graduate of the Cannon Financial Trust School, The American College Chartered Financial Consultant Program and holds the Certified Financial Planner credential.

Ian A. Hamre CFA

Private Wealth Advisor
(540) 204-9310

Ian is a Private Wealth Advisor and Portfolio Manager for HCO and handles advanced wealth management strategies and client engagement for the firm.   Ian holds a B.S. in International Business from Virginia Tech and has earned the very difficult and prestigious Chartered Financial Analyst charter.

Prior to joining HCO, Ian was a Commercial Loan Officer for Carter Bank & Trust in Martinsville, Virginia.  

Lisa A. Dellinger

Client Service Manager
(540) 204-9310

Lisa is in charge of client service, regulatory compliance, financial automation, and household account administration.  Lisa previously worked with HCO's founding partner for over 13 years and has over 23 years of experience in the investment industry.  Lisa holds a Bachelor's degree from Radford University in Radford, Virginia.

Prior to HCO, Lisa worked as a Client Associate for Merrill Lynch in Roanoke Virginia for over 15 years.

Tresha B. Carroll

Innovation Manager
(540) 204-9310

Tresha manages technology initiatives, client service, market expansion, public relations and community management for HCO.  Tresha brings over 20 years of experience in working with leading companies, local governments, and small businesses across Virginia.  Tresha holds a BBA in Accounting Information Systems from James Madison University in Harrisonburg, Virginia.

Prior to joining HCO, Tresha worked as Production Resource Manager with Neathawk, Dubuque & Packett, an established regional marketing agency with offices across Virginia.