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Jeanne H

Series 63, Series 65

North Fort Myers, FL

Harvest Portfolio Management, LLC

Jeanne Hill is a financial advisor with Harvest Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Intentional Funds, Blackridge Asset Management, Peak Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she is also active as a licensed realtor with Coldwell Banker in Cape Coral, FL. Harvest Portfolio Management, LLC manages approximately $98 million in client assets for around 76 clients, focusing primarily on portfolio management for individual, non-high-net-worth clients. The firm serves a diverse client base that includes various institutional types while emphasizing operational controls and regulatory compliance.

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Mark S

Series 63, Series 65, Series 66

Isle of Palms, SC

Harvest Portfolio Management, LLC

Mark Seski is a financial advisor at Harvest Portfolio Management, LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Reliance Trust Company of Delaware, Merrill, and Comerica Securities. Harvest Portfolio Management, LLC provides discretionary and non-discretionary investment management to individuals, trusts, estates, charitable organizations, and institutional fiduciaries. The firm focuses on a long-term, fundamentals-oriented investment approach emphasizing tax awareness and risk management, and incorporates the use of large language models to support research.

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