Harbor Investment Advisory

Doug Holthaus

Managing Director,
Portfolio Manager

Contact Me
Call: 410-659-8910

Doug is Managing Director at Harbor Investment Advisory in Baltimore, Maryland. He provides wealth planning, investing, banking, lending and trust services for the region’s successful business owners and families.

With more than 30 years of industry experience, Doug uses his deep knowledge of financial planning to help his clients achieve the influence, impact and futures they envision. An empathetic listener and natural conversationalist, he strives to make sure his clients have their needs articulated and addressed. In particular, Doug’s clients appreciate his ability to explain complex investment strategies and planning procedures in clear language, so that they can act on his advice with more confidence.

Doug joins Harbor Advisory from J.P. Morgan Private Bank in Baltimore, where he served as Executive Director, providing wealth planning, investment management, banking, lending, and trust services to successful business owners and families. Prior to J.P. Morgan, he held senior wealth management roles with U.S. Trust, PNC Wealth Management, Mercantile Capital Advisors, and Legg Mason.

Born and raised in Baltimore, Doug received a B.A. in Political Science from the nearby Salisbury University and he remains involved in his community. Inspired by his relationship with his own daughter, Doug joined Sister Circle, an organization that provides long-term mentoring to girls and young women in Baltimore. When he’s not working or volunteering, Doug can be found playing ice hockey, exploring the outdoors and spending time with his family.

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Harbor Investment Advisory, LLC is dually registered with the Securities and Exchange Commission ("SEC") as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. All clients and investors should consult with their own tax, legal and accounting advisors before engaging in any potential strategy or investment. Investing involves risk, including risk of loss. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC.

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