Harbor Investment Advisory Welcomes Doug Holthaus as Managing Director

Baltimore, MD – Harbor Investment Advisory, LLC (“Harbor Advisory”) is pleased to announce the addition of Doug Holthaus as Managing Director. Doug joins Harbor Advisory with more than 30 years of experience in wealth management, financial planning, investment consulting, banking, lending, and trust services.

“We are honored to welcome Doug to Harbor Advisory,” said Fred Hill, CEO and Managing Principal. “His extensive wealth management experience, commitment to client service, and proven ability to build enduring relationships make him an excellent addition to our firm.”

“Doug joined Harbor Advisory to broaden and elevate the solutions he delivers to clients through an objective investment selection process across public and private markets supported by advanced reporting capabilities to enhance the client experience,” said Ellen M. Pierce, President and Managing Director. “His thoughtful approach to advice aligns closely with our culture of collaboration, integrity, and long-term client focus.”

As Managing Director at Harbor Advisory, Doug will provide comprehensive wealth management guidance to individuals, families, and business owners. Doug simplifies complex financial and investment strategies, empowering clients to make confident, well-informed decisions.

Professional Background

Doug joins Harbor Advisory from J.P. Morgan Private Bank in Baltimore, where he served as Executive Director, providing wealth planning, investment management, banking, lending, and trust services to successful business owners and families. Prior to J.P. Morgan, he held senior wealth management roles with U.S. Trust, PNC Wealth Management, Mercantile Capital Advisors, and Legg Mason.

A Baltimore native, Doug earned a B.A. in Political Science from Salisbury University and remains active in the community through his involvement with Sister Circle, the Baltimore Tree Trust, and the Fort Meade Alliance. He holds FINRA Series 7, 63, and 65 licenses, as well as a Maryland Insurance License.

About Harbor

Founded in 2009, Harbor Investment Advisory is a nationally recognized full-service private banking and wealth management firm serving high and ultra-high net worth private clients, family offices, non-profit organizations and corporate retirement plans. Visit www.HarborLLC.com for more information.

Contact Doug Holthaus:

Phone: (410) 659-8910

Email: dholthaus@harborllc.com