Lutherville, Maryland, September 29, 2017 – Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Elias D. (“Dod”) Poe, VI and Elias D. (“Ed”) Poe, III, CFP© have joined the firm as the Poe Group. They will be transitioning approximately $145 million in assets to Harbor, increasing total assets under management to $4 billion.
Dod Poe joins Harbor Advisory as a Director, Portfolio Manager from Morgan Stanley and predecessor firm Legg Mason, where he spent 18 years and was a Senior Vice President, Financial Advisor and Financial Planning Specialist. Dod focuses on investment management and retirement planning. He works with individuals and families to build and protect wealth with the fundamental objective to help clients make money without undue risk. Ed Poe joins the firm as a Director, Portfolio Manager from Morgan Stanley, and predecessor firm, Legg Mason, where he spent 33 years and was a Senior Vice President and Portfolio Manager. In addition to overseeing clients’ portfolios, Ed researches and monitors all securities and investment programs to achieve appropriate equilibrium between liquidity, income, capital preservation, and growth. His time tested investment process and dedicated service are the heart and soul of the Poe Group practice. “The addition of the Poe Group to Harbor Advisory is another example of our ability to attract highly competent and experienced professionals who have spent decades serving their clients in the stewardship of their assets. Our 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.
Mr. Hill can be contacted at 410-659-8908, email@example.com.
Fred C. Hill
About Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC (“Harbor Advisory”) is an employee-owned, full service investment and wealth advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions. Harbor Advisory provides comprehensive wealth 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”).