A.G. Campbell Advisory, LLC

Elizabeth Brennen is a CFP® with 33 years of industry experience. She currently works at A.G. Campbell Advisory, LLC and has been with Harbor Investment Advisory LLC from 2012 to present. Brennen serves as Treasurer and Investment Committee member at St. Thomas' Church and holds board positions including Vice Chair of the Finance Committee and Investment Committee member at Hood College. A.G. Campbell Advisory provides investment management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages diversified portfolios using asset allocation and both fundamental and technical analysis, with ongoing portfolio monitoring and due diligence on third-party managers.

Mark Scott Sr. is a financial advisor with A.G. Campbell Advisory, LLC in Baltimore, MD. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Since 2012, he has been with A.G. Campbell Advisory, a firm of four advisors. A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm uses asset allocation across multiple asset classes combined with fundamental and technical analysis, managing approximately $404 million for 61 clients.

Alexander Campbell III is a financial advisor with A.G. Campbell Advisory, LLC in Baltimore, MD, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at Coastal Equities, Inc. from 2012 to 2016 and has served with A.G. Campbell Advisory since 2012. Campbell also has a consulting agreement with DM Management, providing periodic advice on business matters involving a portfolio manager. A.G. Campbell Advisory offers discretionary and non-discretionary investment management, financial planning, third-party manager access, and family office services to individuals, high-net-worth families, and institutional clients. The firm focuses on diversified portfolios with asset allocation across multiple asset classes, combines fundamental and technical analysis, and provides ongoing portfolio monitoring and manager due diligence.

Alexander Campbell IV is a financial advisor at A.G. Campbell Advisory, LLC with one year of industry experience. He previously worked at Stepstone Group LP for three years and spent six years in education before entering the financial sector. A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million across a client base of 61, focusing on diversified portfolios and ongoing monitoring with options for both discretionary and non-discretionary account management.