Harbor Investment Advisory, LLC is pleased to announce that Susan A. Frillman has joined the broker-dealer and investment advisory firm. Ms. Frillman joins Harbor from Baltimore-Washington Financial Advisors, where she served as Investment Operations Manager. Prior to joining Baltimore – Washington Financial Advisors, Ms. Frillman served in various operations and management roles with Legg Mason Wood Walker, and Citi Smith Barney. Susan will function as an Associate Vice President working with Robert W. Black, III, Managing Director.
Harbor Investment Advisory, LLC is a member of the Financial Industry Regulatory Authority (“FINRA”) and a member of the Security Investor Protection Corporation (“SIPC”).
For further information, please call
Betsy B. Brennen
Chief Operating & Compliance Officer
Harbor Investment Advisory, LLC
About Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC (“Harbor Advisory”) is a full service investment firm focused exclusively on serving the needs of private clients, family entities and institutions. Harbor Advisory provides comprehensive portfolio management solutions for clients seeking superior service from experienced advisors. As a private and independent firm, Harbor Advisory is uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical and asset management companies. Harbor Advisory maintains a clearing agreement with Pershing LLC, which is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank, and one of the world’s leading providers of securities services. For over 70 years, Pershing has been a leading global provider of financial business solutions serving many of the worlds’ most respected financial organizations. Pershing provides custodial segregation, safekeeping, servicing, and reporting for clients of Harbor Advisory.