Harbor Advisory Welcomes the Ward Halleron Group
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,…
Read MoreSenior Advisor Team Joins Harbor Investment Advisory
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…
Read MoreIndustry 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…
Read MoreHarbor Investment Advisory Featured In The Baltimore Business Journal
Harbor Investment Advisory was featured in the March 19, 2010 edition of the Baltimore Business Journal. Read More
Read MoreHarbor 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…
Read MoreFinancial Advisor Joins Harbor Advisory
Harbor Investment Advisory, LLC ("Harbor Advisory"), is pleased to announce that Geoffrey P. Burroughs, CERTIFIED FINANCIAL PLANNERâ„¢ 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…
Read MoreHarbor 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…
Read MoreDeutsche Bank Alex. Brown Team Joins Harbor Investment Advisory
Baltimore, January 18, 2011 - Harbor Investment Advisory, LLC ("Harbor Advisory") is pleased to announce that Gregory E. Paranzino, Champe S. Andrews III and Lisa M. Howard have joined the broker-dealer and investment advisory firm. The team joins Harbor Advisory from Deutsche Bank Alex. Brown, formerly Alex. Brown & Sons,…
Read MoreHarbor Continues Expansion
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…
Read MoreVeteran Advisor Joins Harbor Investment Advisory
Harbor Investment Advisory, LLC is pleased to announce that Debbie W. Cameron has joined the broker-dealer and investment advisory firm. Ms. Cameron, Vice President and Investment Advisor, joins Harbor from Morgan Stanley Smith Barney and its predecessor firms, where she was a Senior Vice President for 10 years. She started…
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