News

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 […]

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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, where he was a Senior […]

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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, […]

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Jul 24, 2014BY: Betsy BrennenIN: Press Release

Industry 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 Branch and Complex manager. “Fred […]

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Harbor Investment Advisory was featured in the March 19, 2010 edition of the Baltimore Business Journal. Read More  

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Jul 25, 2013BY: Betsy BrennenIN: Press Release

Harbor 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 of Syracuse University, Mr. Sullivan […]

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Apr 24, 2013BY: Betsy BrennenIN: Press Release

Financial Advisor Joins Harbor Advisory

Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Geoffrey P. Burroughs, CERTIFIED FINANCIAL PLANNER™ 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 from Loyola University of Maryland […]

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Feb 11, 2013BY: Betsy BrennenIN: Press Release

Harbor 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 spent her career as an […]

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Feb 25, 2011BY: Betsy BrennenIN: Press Release

Harbor 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 Stephen J. Kelly, Managing Director. […]

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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, Inc. (“Alex. Brown”) where they […]

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Harbor Investment Advisory, LLC (“Harbor Advisory”) is a full service broker-dealer and investment advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions.