Harbor Investment Advisory is a full-service investment firm focused exclusively on serving wealthy individuals, families, and institutions. We provide integrated portfolio management solutions for clients seeking superior service and expert advice. As a private and independent firm, we are uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical, asset management, and investment advisory companies.

We feel being a large organization is less important than having the focus and professionalism to deliver superior service for our clients. Our primary business is offering investment and wealth management services, allowing us to concentrate our efforts to provide a sophisticated suite of products and resources directly for the benefit of our clients.

Harbor Investment Advisory is headquartered in Baltimore County, Maryland serving select clients throughout the United States.

Harbor Investment Advisory

Fred Hill

Ray Dean

Paul Fox

Ryan R. Cuomo

Stephen Kelly

Russell Ward

Janet Marquardt

The Management team at Harbor Investment Advisory is responsible for strategic leadership, overseeing daily operations, and ensuring the delivery of superior investment and wealth management services. Composed of top executives, including the CEO, Managing Directors, and other key directors, this team implements the firm's vision, manages client relationships, and aligns resources to meet the sophisticated needs of wealthy individuals, families, and institutions. Their combined expertise ensures the firm’s commitment to excellence and tailored client service.

Management

Leadership Team

Financial Advisory

Management

About

Team members

Other teams at Harbor Investment Advisory

Leadership Team

Financial Advisory