News

Jul 24, 2014BY: Betsy BrennenIN: Press Release

Industry Veteran Joins Harbor Advisory

Baltimore, July 22, 2014 – Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Fred C. Hill, Jr. has joined the firm. Mr. Hill joins Harbor Advisory as President and Managing Principal, from Morgan Stanley, where he was a Managing Director and held various senior management roles, including Branch and Complex manager.

“Fred brings over 20 years of management experience in the financial services industry with a deep knowledge of operating a successful wealth management business. Fred shares our vision to grow by selectively hiring seasoned advisors who are attracted to our business model”, said Betsy B. Brennen, Chief Executive Officer and Managing Principal of Harbor Advisory. “We plan on continuing our growth in downtown Baltimore and with new branch locations” added Ms. Brennen.

“Harbor Advisory has established a great group of professionals and has structured a firm to thoughtfully deliver on a modern approach to wealth management with a sophisticated and broad suite of investment solutions to best serve the client. As one of the truly independent employee owned firms in the area, there is a unique opportunity to expand with accomplished advisors that want to be part of something special” said Mr. Hill.

“The financial services industry is changing as full service independent firms are now able to deliver premier wealth management services and advisors are recognizing the advantages of working at a firm that focuses exclusively on one business line. Having worked with some of the top advisory practices in the industry, I have found that advisors are seeking greater control over their business, fair economics, equity ownership, flexibility in pricing, and a culture where clients and their advisors are highly valued. I was attracted to join Harbor Advisory because the firm was specifically designed to deliver these priorities” Mr. Hill added.

Mr. Hill can be contacted at 410-659-8908 or fhill@HarborLLC.com.

 

Media Contact:

Betsy B. Brennen

Chief Executive Officer, Managing Principal

410-659-8900

bbrennen@HarborLLC.com

 

About Harbor Investment Advisory, LLC

Harbor Investment Advisory, LLC (“Harbor Advisory”) is a full service broker-dealer and investment advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions. Harbor Advisory provides comprehensive portfolio management solutions for clients seeking objective and customized advice. As a private and independent firm, Harbor Advisory is uniquely positioned to utilize a broad spectrum of resources from many of the world’s premier research, analytical, and asset management firms. Harbor Advisory uses Pershing LLC, which is a subsidiary of The Bank of New York Mellon Corporation for integrated custody, safekeeping, and servicing of client assets. www.harborinvestmentadvisory.com

 

Harbor Investment Advisory, LLC is a member of the Financial Industry Regulatory Authority (“FINRA”) and a member of the Security Investor Protection Corporation (“SIPC”).
 

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Harbor Investment Advisory, LLC (“Harbor Advisory”) is a full service broker-dealer and investment advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions.