C. Russell Ward and J. Thomas Halleron Named to FT 401 Top Retirement Plan Advisers
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…
Read MoreWealth Management Group Joins Harbor Advisory
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…
Read MoreHarbor 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 MoreHarbor Investment Advisory Expands
Harbor Investment Advisory, LLC is pleased to announce that R. Matthew Novak has joined the broker-dealer and investment advisory firm. Mr. Novak joins Harbor from Deutsche Bank Alex. Brown, where he served as a Client Analyst since 2006. Mr. Novak is an Associate Vice President and will be working with…
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