Category: Press Release

Lutherville, Maryland, September 29, 2017 – Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Elias D. (“Dod”) Poe, VI and Elias D. (“Ed”) Poe, III, CFP© have joined the firm as the Poe Group. They will be transitioning approximately $145 million in assets to Harbor, increasing total assets under management to $4 […]

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   C. Russell Ward and J. Thomas Halleron of the Ward Halleron Group, Harbor Investment Advisory, LLC Named to 2017 Financial Times 401 Top Retirement Plan Advisers   September 27, 2017 –  Harbor Investment Advisory, LLC is pleased to announce that C. Russell Ward (Rusty Ward) and J. Thomas Halleron (Tom Halleron), of the Ward […]

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Lutherville, Maryland, July 28, 2017 – Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Paul M. Fox, CFP©, CRPC©, CIMA©, CAIA©, Jennifer L. Winslow, CFP©, CRPC©, A. Patrick Boykin and Janet C. Marquardt CRPC©, have joined the firm as the Artisan Wealth Advisory Group. They will be transitioning approximately $390 million in […]

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Baltimore, September 11, 2015 – Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that C. Russell (Rusty) Ward, CFP©, AIF®, CRPS® and J. Thomas Halleron, CFP©, CRPS® have joined the firm. Mr. Ward joins Harbor Advisory as Managing Director, Financial Advisor and Senior Retirement Plan Consultant from UBS, where he was a Senior […]

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Baltimore, March 20, 2015 – Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that James W. Curran, III, CFP©, Fremont J. Knittle, III, CFA and Craig L. Martin, CRPC© have joined the firm.  Mr. Curran joins Harbor Advisory as Managing Director, Financial Advisor from Morgan Stanley, where he was a Senior Vice President, […]

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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 […]

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Harbor Investment Advisory was featured in the March 19, 2010 edition of the Baltimore Business Journal. Read More  

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Jul 25, 2013BY: Betsy BrennenIN: Press Release

Harbor Adds Fixed Income Professional

Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Andrew W. Sullivan has joined the firm as an Associate Vice President. Mr. Sullivan joins Harbor Advisory from Tullett Prebon, a leading interdealer brokerage firm in New York, where he worked in fixed income trading since 2006. A graduate of Syracuse University, Mr. Sullivan […]

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Apr 24, 2013BY: Betsy BrennenIN: Press Release

Financial Advisor Joins Harbor Advisory

Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Geoffrey P. Burroughs, CERTIFIED FINANCIAL PLANNER™ has joined as an Associate Vice President and Financial Advisor from Morgan Stanley Smith Barney.  Geoff takes a collaborative approach to assist private clients in developing and implementing investment portfolios reflective of their financial goals.  Geoff graduated from Loyola University of Maryland […]

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Feb 11, 2013BY: Betsy BrennenIN: Press Release

Harbor Advisory Adds Investment Analyst

Harbor Investment Advisory, LLC is pleased to announce that Katrina M. Kunkler has joined the firm as an Investment Analyst.  Ms. Kunkler will coordinate the manager and investment due diligence process for the firm’s Investment Committee.  She has an MBA from Harvard University, and a B.S. degree from Yale University.  She spent her career as an […]

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