Category: Press Release

November 5, 2018 – Paul M. Fox, CPWA®, Managing Director at Harbor Investment Advisory, LLC in Lutherville, MD recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients.  Mr. Fox specializes in assisting clients […]

Read More

September 27, 2018 – Harbor Investment Advisory, LLC,  is pleased to announce that Rusty Ward and Tom Halleron of the Ward Halleron Group,  have been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such […]

Read More

Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Women Financial Advisors and Industry Decision Makers PALM BEACH (November 28, 2017) – Jennifer Winslow, Director & Portfolio Manager at Harbor Investment Advisory attended the annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice […]

Read More

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 […]

Read More

   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 […]

Read More

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 […]

Read More

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 […]

Read More

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, […]

Read More

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 […]

Read More

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

Read More