Paul M. Fox
CFP®, CRPC®, CIMA®, CAIA®, CPWA®, CEPA
Managing DirectorPortfolio Manager
Paul began his career in the investment services industry in 1993. Prior to joining Harbor Investment Advisory, he was a Senior Vice President and Alternative Investment Director at Morgan Stanley. He earned his BBA in Finance and Master of Science in Finance degrees from Loyola University in Maryland.
Paul currently holds the designations of CERTIFIED FINANCIAL PLANNER™, Chartered Alternative Investment Analyst®, Certified Investment Management Analyst ® and Chartered Retirement Planning Counselor®. He was named a Financial Times Top 400 Financial Adviser in 2014 and 2015.
Paul currently lives in Ellicott City with his wife and two children. He has spent the last several years helping to coach their soccer and basketball teams.