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 assets to Harbor, increasing total assets under management to $4 billion.
Paul Fox joins Harbor Advisory as a Managing Director, Portfolio Manager from Morgan Stanley and predecessor firm Smith Barney, where he was a Senior Vice President, Financial Advisor for 23 years. Paul was recognized as a Financial Times 400 Top Financial Advisors in 2015 and 2016.
Jennifer L. Winslow joins the firm as a Director, Portfolio Manager. She was a Vice President, Financial Advisor with Morgan Stanley and Smith Barney for 9 years. Prior to joining Citigroup’s Smith Barney Wealth Management unit, Jennifer was a Vice President in the Commercial Banking Group for Citigroup.
Patrick Boykin and Janet Marquardt each join Harbor Advisory as Associate Vice President and Client Relationship Manager. Mr. Boykin was a Senior Registered Service Associate with Morgan Stanley, and predecessor firm Smith Barney for 8 years. Ms. Marquardt has 24 years of industry experience and joins Harbor Advisory from Raymond James Financial Services, where she served as a Registered Sales Associate for 9 years. Prior to Raymond James, Ms. Marquardt spent 14 years with Smith Barney.
“We are proud that Harbor Advisory continues to attract highly competent and experienced professionals who are dedicated to serving their clients in the stewardship of their assets. Our unique structure as an independent firm with access to premier investment solutions provides a level of integrity in our process to deliver purely objective advice and wealth management services for our clients” said Fred C. Hill, President of Harbor Advisory.
Artisan Wealth Advisory Group delivers high quality, hands-on comprehensive wealth management solutions to affluent investors and their families. We pride ourselves on the ability to thoughtfully take our clients’ diverse needs and goals and craft a harmonized mosaic that allows the entire picture of their financial lives to come into focus. Clarity and understanding are achieved through the multi-faceted process we apply, honed by our extensive experience, our differentiated backgrounds, and our personalized, high touch approach. This results in a truly customized and integrated set of solutions to optimize all aspects of our clients’ financial lives, providing the confidence and peace of mind to pursue their dreams and ambitions.
Mr. Hill can be contacted at 410-659-8908, firstname.lastname@example.org.
Fred C. Hill
About Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC (“Harbor Advisory”) is an employee-owned, full service broker-dealer and investment advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions. Harbor Advisory provides comprehensive portfolio management solutions for clients seeking objective and customized advice. As a private and independent firm, Harbor Advisory is uniquely positioned to utilize a broad spectrum of resources from many of the world’s premier research, analytical, and asset management firms. Harbor Advisory uses Pershing LLC, which is a subsidiary of The Bank of New York Mellon Corporation for integrated custody, safekeeping, and servicing of client assets. www.harborinvestmentadvisory.com
Harbor Investment Advisory, LLC is a member of the Financial Industry Regulatory Authority (“FINRA”) and a member of the Security Investor Protection Corporation (“SIPC”).