As President, Fred works closely with our COO & CFO in creating, communicating, and implementing Harbor’s vision, mission, and overall direction. Fred’s priority is to be a business partner to our advisors and help them better serve their clients by developing their competencies and operating more efficient practices.
Fred started his career as a Financial Advisor with Shearson Lehman Brothers in 1987. Since 1992, he held various management positions within the organization and its successor firms. By 2004, Fred was a Managing Director with Smith Barney with oversight of Operations, Risk, Administration and Revenue at the Complex and Branch office levels. These assignments covered businesses ranging in size from $7 million in revenues with 50 employees to $160 million in revenues with 300 employees. From 2011 to 2013, Fred served on the Branch Manager Advisory Council to senior management within Morgan Stanley Smith Barney. Fred has been recognized by On Wall Street magazine as one of the top 100 Branch Managers in the Industry for 5 consecutive years. Fred earned his Bachelors of Science degree in Finance from Virginia Tech. He holds the several securities licenses including the Series 24, 3, 7, 8, 63 and 65.
Fred resides in Phoenix, Maryland with his wife, Debbie, and their five children. Fred enjoys coaching, playing golf, tennis, fishing, and attending Virginia Tech football games.