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Harbor Investment Advisory, LLC Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Harbor Investment Advisory, LLC operates in the financial services industry, providing investment portfolio design and comprehensive wealth management. The firm serves private clients, institutions, and family offices across the United States. Founded in 2009 and based in Maryland, it focuses on personalized attention and informed guidance for asset stewardship.

As a private and independent entity, Harbor Investment Advisory provides access to resources from leading research and asset management providers. It maintains a limited number of client relationships to deliver highly customized advice and service, coordinating with clients' tax and legal professionals to address wealth-management complexities. The firm maintains a smaller client base to preserve focus and objective guidance, avoiding the distractions of a larger organization.

Find Harbor Investment Advisory, LLC employees' phone numbers or email addresses

Harbor Investment Advisory, LLC Global Highlights

Location
Employees

North America
54

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  • United States Of America
    54

Harbor Investment Advisory, LLC's Leadership

  • Stylized image of a person
    F. H.
    Ceo, Managing Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D.
    Cfo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. R. C.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. S.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. M. P.
    Chief Of Growth Strategy
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. K.
    Vice President / Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Founder
    Phone icon
    Mobile Phone

Harbor Investment Advisory, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Finance
  • Legal
  • Other

Contact profiles from Harbor Investment Advisory, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. K.
    Vice President / Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jan 20, 2026
  • Stylized image of a person
    S. F.
    Client Relationship Manager, Assistant Vice President
    Phone icon
    Mobile Phone
    United States
    Feb 17, 2026
  • Stylized image of a person
    M. E. H.
    Client Relationship Manager, Associate Vice President
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jan 20, 2026
  • Stylized image of a person
    P. B.
    Associate Vice President - Client Relationship Manager
    Phone icon
    Mobile Phone
    United States
    Feb 17, 2026
  • Stylized image of a person
    L. H.
    Associate Vice President, Client Relationship Manager
    Phone icon
    Mobile Phone
    United States
    Jun 02, 2026
  • Stylized image of a person
    D. C.
    Portfolio Manager/ Vice President
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jan 16, 2025
  • Stylized image of a person
    N. W.
    Vice President, Financial Advisor
    Phone icon
    Mobile Phone
    United States
    Jun 08, 2026
  • Stylized image of a person
    G. B. C.
    Director
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 13, 2026
  • Stylized image of a person
    P. F.
    Managing Director - Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 16, 2026
  • Stylized image of a person
    K. K.
    Director - Chair Of Investment Committee
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jan 20, 2026

Frequently Asked Questions

What is Harbor Investment Advisory, LLC known for?

Minus sign iconPlus sign iconHarbor Investment Advisory, LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 2330 West Joppa Road Suite 160 Luthvle Timon, Maryland 21093 United States; you can contact the main corporate office by phone at
+1-410-659-****
. Explore Harbor Investment Advisory, LLC's company overview page for more information.

What is Harbor Investment Advisory, LLC's most common email format?

Minus sign iconPlus sign iconHarbor Investment Advisory, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Harbor Investment Advisory, LLC email formats with LeadIQ.

How many employees does Harbor Investment Advisory, LLC have currently?

Minus sign iconPlus sign iconHarbor Investment Advisory, LLC has approximately 47 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Harbor Investment Advisory, LLC's key employees and leadership?

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As of June 2026, Harbor Investment Advisory, LLC's key employees include:

  • Ceo, Managing Principal: F. H.
  • Cfo: R. D.
  • Chief Operating Officer: R. R. C.
  • Chief Investment Officer: J. D.
  • Chief Compliance Officer: W. S.

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