A complete list of active advisors currently associated with Harbor Investment Advisory, LLC

Warmer can help you find a great advisor at Harbor Investment Advisory, LLC or one who fits your needs even better.

Harbor Investment Advisory, LLC provides both investment advisory and brokerage services to individuals (including high-net-worth and ultra-high-net-worth clients), families, family offices, retirement plans, charitable organizations, and business entities. Offerings include ongoing portfolio management, financial planning, retirement-plan consulting, multiple wrap-fee programs, and brokerage account services. The firm’s investment process blends quantitative and qualitative analysis, manager due diligence, and use of third-party technology and model services provided by Envestnet to implement and monitor portfolios across discretionary and non-discretionary programs (including a dual-contract Manager Select option and consulting arrangements). Harbor routes the majority of trades through Pershing as its clearing custodian, uses aggregated block orders when appropriate, and notes that certain trade routing practices such as step-out trades occur (approximately 2% of order flow on an annualized basis). Harbor’s status as both an SEC-registered investment adviser and a FINRA-member broker-dealer — including selling brokerage accounts and insurance products through licensed representatives — is a distinguishing feature that is uncommon among multi-team peers and creates potential conflicts tied to transaction-based compensation and commissions. The firm discloses those conflicts, describes its Pershing and Envestnet platform relationships and associated platform fees, and states that mutual fund distribution and servicing payments received are credited to clients or applied to reduce advisory fees.

To learn more about the advisors currently working at Harbor Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Emily Allison	Lutherville, MD	5
Champe Andrews III	Lutherville, MD	30
Daniel Baker	Lutherville, MD	6
Robert Black III	Lutherville, MD	39
Arthur Boykin	Lutherville, MD	15
Geoffrey Burroughs	Lutherville, MD	18
James Curran III	Lutherville, MD	40
Paul Fox	Lutherville, MD	33
Scott Hahn	Lutherville, MD	13
John Halleron	Lutherville, MD	30
Fred Hill Jr.	Lutherville, MD	39
Lisa Howard	Lutherville, MD	27
Stephen Kelly	Lutherville, MD	42
Fremont Knittle III	Lutherville, MD	17
Katrina Kunkler	Lutherville, MD	6
Robert Laubach	Lutherville, MD	56
Peter Marchineck	Lutherville, MD	2
Janet Marquardt	Lutherville, MD	33
R. Matthew Novak	Lutherville, MD	20
Jonathan Osmun	Lutherville, MD	—
Gregory Paranzino	Lutherville, MD	32
Ellen Pierce	Lutherville, MD	30
Elias Poe IV	Lutherville, MD	26
William Schadty	Lutherville, MD	27
Andrew Sullivan	Lutherville, MD	19
Sean Sundell	Lutherville, MD	2
Charles Ward	Lutherville, MD	25
Jessie Willinghan	Lutherville, MD	4
Jennifer Winslow	Lutherville, MD	21
Edward Worthington IV	Lutherville, MD	6

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