Harbor Investment Advisory

Robert W. Black, III

Managing Director,
Financial Advisor

Contact Me
Call: 410-659-8900

Rob is a co-founder of Harbor Investment Advisory, LLC which was created in 2009 with the vision of building a quality boutique firm where seasoned financial advisors can focus on objectively serving their clients’ in an environment devoid of conflicts and corporate distractions.

For over thirty-five years, Rob has specialized in serving the unique and often complex needs of multi-generational families, trusts, private foundations, and non-profit institutions. He has extensive experience guiding fiduciaries to fulfill their obligation to prudently manage those assets which have been entrusted to their care and oversight.

Rob started his career in 1986 at Merrill Lynch, Pierce, Fenner & Smith in Washington D.C., then moved to Baltimore in 1990 joining Alex. Brown & Sons as a Director of the firm. After a series of corporate buyouts, Rob joined Donaldson, Lufkin and Jenrette in 2000, which was ultimately acquired by Credit Suisse Securities (USA) LLC.

Rob is active in the community currently as a Director of the Rollins-Luetkemeyer Foundation since 1999, served three terms on the Board of Trustees of McDonogh School from 1999 to 2022, and was the Chair of the Investment Committee for McDonogh School’s endowment from 2000 to 2022.

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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. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC. Investing involves risk, including risk of loss.

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