Client Relationship Manager
Emily’s role is dedicated to carrying out many of the operational and service-oriented tasks associated with executing our integrated investment and financial planning strategies. Emily is passionate about executing these tasks accurately, efficiently and with a great disposition which enables our team to deliver an excellent client experience.
Originally from Chester County, PA, Emily moved to Baltimore for college and graduated from Towson University in 2013 with a degree in Education. After teaching for a short period, Emily decided to take her career in a different path and try finance. Before joining the Harbor Investment Advisory team in 2017, Emily worked at Morgan Stanley in an operations role in Client Data Management. She specialized in onboarding New Prime Brokerage Clients and accounts.
Outside of work, Emily enjoys traveling, cooking, and spending time with friends and family.