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 Leadership Team at Harbor Investment Advisory is responsible for setting the strategic direction, ensuring operational excellence, and fostering client relationships to maintain the highest standards of service. They oversee the firm's daily operations, financial performance, and portfolio management activities, ensuring alignment with the firm's mission to deliver superior investment and wealth management services to wealthy individuals, families, and institutions. This team also cultivates key industry partnerships and leverages premier resources to benefit clients.

Leadership Team

Management

Financial Advisory

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Leadership Team

About

Team members

Other teams at Harbor Investment Advisory

Management

Financial Advisory

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Leadership Team

About

Team members

Other teams at Harbor Investment Advisory

Management

Financial Advisory

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