Senior 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 was a Senior Vice President, Financial Advisor for 27 years. He was recently recognized by Baltimore Magazine as a 2011, 2012 and 2013 Five Star Wealth Manager Overall Satisfaction Award recipient.
Fremont (Monty), J. Knittle, III, joins Harbor Advisory as Vice President, Portfolio Manager. Mr Knittle is a Chartered Financial Analyst with 16 years of industry experience. Prior to joining Morgan Stanley in 2011, Monty was Vice President and Portfolio Manager at Rothschild Capital Management. In conjunction with the RCM Investment Committee, he was responsible for investing more than $500 million assets under management. Earlier in his career, he was an Associate Analyst to the Chief Market Strategist for Legg Mason and in 2000, he was promoted to Investment Officer at Legg Mason Trust, helping to manage more than $600 million in assets under a domestic growth strategy.
Craig L. Martin joins the firm as a Client Service Associate and Associate Vice President. He joined Morgan Stanley in 2011 and in addition to servicing the team’s client relationships, he is a Chartered Retirement Planning Counselorâ„¢.
The Curran Knittle Group provides comprehensive financial planning and customized investment management for a variety of investors, business owners, and families. Jim and Monty have a specific focus on Special Needs Financial Planning. Through their experiences, they have accumulated a wealth of knowledge enabling them to navigate their clients through the complexities of Special Needs Planning.
“We are pleased to attract such seasoned professionals, who are share our firm’s mission of placing our clients interest first while providing thoughtful, customized and comprehensive wealth management. Jim, Monty and Craig embody the integrity, character and competency that Harbor Advisory and all of our professionals have been committed to throughout our careers, said Betsy B. Brennen, Chief Executive Officer and Managing Principal of Harbor Advisory. “The addition of this team to our new location in Green Spring Station marks our first expansion from downtown Baltimore into Baltimore County. We plan on continuing our growth in downtown Baltimore and in this new branch office,” added Ms. Brennen.
Ms. Brennen can be contacted at 410-659-8906 or bbrennen@harborLLC.com
Betsy B. Brennen
Chief Executive Officer, Managing Principal
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”).