Jonathan Osmun

As a Client Relationship Manager, Jonathan is dedicated to delivering exceptional service and support to the firm’s clients. He is a 2024 graduate of the Alfred Lerner School of Business at the University of Delaware. While there, Jonathan enjoyed unprecedented team success as a member of their Division 1 Lacrosse Team, helping them to two consecutive Conference Championships and two NCAA tournament appearances. Jonathan’s enthusiasm for learning and commitment to professional growth drives his efforts to exceed client expectations and support the firm’s operational excellence.

In his role, Jonathan is responsible for ensuring smooth operational processes and maintaining high standards of client service. This includes managing day-to-day operations, coordinating with various departments, and implementing efficient procedures to enhance the client experience. His role is crucial in aligning operational activities with the firm’s strategic goals, ensuring that clients receive timely and accurate support.

Jonathan is originally from Huntington, NY and now resides in Baltimore, MD. He enjoys playing and coaching lacrosse, golfing, boating, cheering on the New York Jets, and spending quality time with his family and friends. Eager to build a successful career in wealth management, Jonathan is excited to contribute his skills to Harbor Investment Advisory, and grow alongside a leading team in the industry.