Client Relationship Manager
Emily is responsible for managing the operational and administrative functions of the practice. She works closely with clients to respond to inquiries, process requests for information, facilitate asset movements, manage account documentation, and ensure an exceptional and attentive service experience.
Prior to joining Harbor Investment Advisory in 2017, Emily worked for Morgan Stanley serving clients in the Client Data Management Division where she specialized in onboarding new Prime Brokerage clients. She is a graduate of Towson University with a BS in Education.