Champe takes a holistic approach to helping his clients navigate complex and emotional financial decisions.  He works with his clients to establish a financial plan that will allow them to reach their goals giving them peace of mind and financial freedom.  He makes it a point to work closely with clients’ personal advisors, such as attorneys or accountants, to develop a comprehensive wealth management strategy.  Champe’s practice serves families, businesses and small institutions in the Mid Atlantic Region and Northeast.

Champe has over 24 years of experience in the financial services industry.  He began his wealth management career as a fixed income specialist at Legg Mason in 1992.   Champe joined Alex. Brown and Sons in 1995 in the Corporate Executive Service Group working with the firm’s Investment Banking clients.  In 1999, he began his career as a financial advisor with Deutsche Bank Alex. Brown. He is Series 7, 63, and 65 registered and is licensed in life, health and long term care insurance. Champe graduated from Hampden-Sydney College cum laude with a Bachelor in Business Administration in 1991.  In 1999, he completed his Masters in Finance at the Sellinger School of Business at Loyola College in Baltimore, MD.

Champe currently resides in Annapolis, Md with wife Tina, two kids Delaney and Pierson and family dog, Diva.  He is involved with several non-profit organizations focusing on educational and environmental initiatives.   When he is not coaching youth sports, Champe enjoys paddle boarding, boating, golf and participating in sprint Triathlons.

Lisa is dedicated to carrying out many of the operational and service-oriented tasks associated with executing our clients integrated investment and financial planning strategies.  Lisa is passionate about executing these tasks accurately, efficiently and with a great disposition which enables our team to deliver an excellent client experience.

Lisa started her career in 1989 with Alex. Brown and Sons. She made the transition from Deutsche Bank Alex. Brown to Harbor Investment Advisory in 2011.  At Harbor Advisory, she was given the opportunity to work with several professionals that she worked with earlier in her career.

In addition to working at Harbor Advisory, Lisa enjoys reading, walking and zumba.  Lisa and her husband, Andrew, reside in Belcamp, Md. and are enjoying life as “empty nesters”.

Katrina is responsible for investment manager and asset strategy due diligence for the Harbor Investment Committee.  Additionally, she collaborates  with our Financial Advisors to research and develop customized investment portfolios for our clients and provide on going investment manager due diligence.

Katrina began her career as an Analyst in the Investment Banking Division at Alex. Brown & Sons where she was part of the Technology Group helping emerging growth high-technology companies access the capital markets. Later she was an Associate in the New Media & Telecommunications Group where her responsibilities among other things included extensive financial analysis and due diligence. Katrina  joined Harbor Investment Advisory in 2013 as an Investment Analyst. She graduated magna cum laude from Yale University with a Bachelor of Science in Mechanical Engineering and earned an MBA from the Harvard Business School.