Harbor Investment Advisory

Dod Poe

Portfolio Manager

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Call: 410-659-8931

Dod started his career as an account manager for T. Talbott Bond Co. in 1995. He became a financial advisor in 1999 for Legg Mason in their Baltimore headquarters. He spent 18 years with Morgan Stanley, and predecessor firm, Legg Mason, where he was a Senior Vice President, Portfolio Manager and Financial Planning Specialist,. Dod recently joined Harbor Investment Advisory as a Director, Portfolio Manager.

Dod, his father Ed Poe, and client relationship manager, Susan Frillman comprise the Poe Group which focuses on investment management and retirement planning. They work with individuals and families on the multi-generational task to build and protect wealth. Their fundamental objective is to help their clients make money without undue risk.

In 1995, Dod earned a B.A. from Salisbury University. He was the captain of the undefeated 1994 NCAA Division III National Champion Salisbury Men’s Lacrosse team. Dod and his wife Katie have three children and reside in Ruxton, Maryland. He is a member of the L’Hirondelle Club Racquets Committee. When not working he enjoys tennis, sailing, fishing, and coaching youth sports. Dod has been a volunteer coach for Towsontowne Girls Lacrosse, TLC Lacrosse, Maryland Lacrosse Club, and Potapskut Junior Sail.

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