Old Port Advisors

Jason Foster is a financial advisor at Old Port Advisors with 28 years of industry experience. He holds a Series 66 designation and has been with Old Port Advisors since 2012. Prior to his current role, he worked at Purshe Kaplan Sterling Investments for eight years. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing fiduciary consulting for retirement plan sponsors. The firm manages approximately $783 million for around 800 clients through an 11-advisor team, using a macro-driven investment process that combines global economic themes with fundamental and technical research to construct balanced, value-oriented portfolios.

Fredric Williams is a financial advisor at Old Port Advisors with 17 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Old Port Advisors since 1997. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, managing approximately $783 million for around 800 clients. The firm follows a macro-driven investment process that combines global economic themes with fundamental and technical research to create balanced, value-oriented portfolios.

Jake Kenyon is a financial advisor at Old Port Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Old Port Advisors since 2019. Prior to that, he was associated with Horace Mann Companies and InnoVest Financial Services, among others. Outside of advisory work, Kenyon is an independent insurance producer, focusing on health, life, variable, and other insurance products. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, managing approximately $783 million across about 800 clients. The firm employs a macro-driven investment approach combining global economic themes with market and fundamental analysis to create balanced, value-oriented portfolios, primarily on a discretionary basis.

Erica Bly is a financial advisor at Old Port Advisors in Portland, ME, with 17 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2011 to 2016 before joining Old Port Advisors. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, offering investment management, financial planning, and wealth-management services. The firm uses a macro-driven investment approach that combines global thematic analysis with market, sector, and fundamental research to create balanced, value-oriented portfolios primarily managed on a discretionary basis.

Richard Harlow III is a Series 66-licensed advisor with 28 years of industry experience. He has been with Old Port Advisors since 2016. Outside of his advisory role, he serves as Chairman of the Board of Selectmen for the Town of Lebanon, Maine. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, managing approximately $783 million across an 11-advisor team. The firm employs a macro-driven investment approach, combining global economic themes with fundamental and technical research to build balanced, value-oriented portfolios, and provides fiduciary consulting to retirement plan sponsors.

Francis Davies III is a financial advisor at Old Port Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Old Port Advisors since 2006. Davies serves on the investment and financial committee board of Preble Street, a nonprofit organization in Portland, ME. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing investment management, financial planning, and fiduciary consulting to retirement plan sponsors. The firm manages approximately $783 million for about 800 clients, employing a macro-driven investment approach that integrates global economic themes with fundamental and technical research.

Dylan Frank is a CFA® charterholder currently with Old Port Advisors in Portland, ME. He has one year of industry experience and previously worked at Brown Advisory for four years. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing fiduciary consulting to retirement plan sponsors. The firm manages approximately $783 million for about 800 clients, employing a macro-driven investment approach that combines global economic themes with fundamental and technical research to construct balanced, value-oriented portfolios.

Ben Daigle is a financial advisor at Old Port Advisors with 20 years of industry experience. He has been with Old Port Advisors since 2010 and holds a Series 66 designation. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing fiduciary consulting to retirement plan sponsors. The firm employs a macro-driven investment process, combining global economic and political analysis with market and fundamental research to manage balanced, value-oriented portfolios.

Nan Pendleton is a financial advisor at Old Port Advisors in Portland, ME, with four years of industry experience. She holds the Series 66 designation and previously worked at Robert W. Baird & Co., Inc. and Quintessentially Inc. Old Port Advisors manages approximately $783 million for about 800 clients through an 11-advisor team, serving individuals, trusts, estates, charitable organizations, business clients, and retirement plan sponsors. The firm employs a macro-driven investment approach that integrates global economic trends with fundamental and technical research to build balanced, value-oriented portfolios.

Tracy Rogers is a financial advisor with Old Port Advisors in Portland, ME, holding a Series 66 designation and 23 years of industry experience. She has been with Old Port Advisors since 2004. Outside of her advisory role, she is a partner in a real estate rental business. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients with fiduciary consulting for retirement plan sponsors. The firm manages approximately $783 million across about 800 clients through an 11-advisor team, employing a macro-driven investment process that combines global economic themes with fundamental and technical research to create balanced, value-oriented portfolios.

Lawrence Bowlan is a ChFC® with 18 years of industry experience, currently serving at Old Port Advisors in Portland, ME, where he has worked for 17 years. He is also a part owner of BOWLAN-SHERRARD LLC and works as an independent insurance agent. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing investment management, financial planning, and fiduciary consulting. The firm follows a macro-driven investment process, managing portfolios with a focus on global, balanced, and value-oriented strategies.