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

Harbor Investment Advisory's headquarters in Lutherville Timonium, MD, United States

Fred Hill

Matthew Novak

Stephen Kelly

Ray Dean

Paul Fox

Ryan R. Cuomo

The Management team at Harbor Investment Advisory is responsible for strategic leadership, overseeing daily operations, and ensuring the delivery of superior investment and wealth management services. Composed of top executives, including the CEO, Managing Directors, and other key directors, this team implements the firm's vision, manages client relationships, and aligns resources to meet the sophisticated needs of wealthy individuals, families, and institutions. Their combined expertise ensures the firm’s commitment to excellence and tailored client service.

Management

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

The Financial Advisory team at Harbor Investment Advisory provides personalized financial planning and wealth management services to affluent individuals, families, and institutions. Leveraging their extensive expertise and industry certifications, they tailor investment strategies, retirement plans, and fiduciary solutions to help clients achieve their financial goals. Positioned within a boutique firm, the team offers unparalleled access to premier research and asset management resources, ensuring comprehensive and sophisticated financial guidance.

Financial Advisory

The Client Relationship Management Team at Harbor Investment Advisory is dedicated to nurturing and maintaining close relationships with the firm’s clients. They serve as the primary point of contact for clients, ensuring a seamless and personalized experience. Key responsibilities include understanding clients' financial goals, coordinating portfolio management services, and providing timely updates and expert advice on investment strategies. This team plays a crucial role in delivering superior service and fostering long-term client satisfaction and trust.

Harbor Investment Advisory

Org chart

Teams

Management

Leadership Team

Financial Advisory

Client Relationship Management Team

Offices

Harbor Investment Advisory

Org chart

Teams

Management

Leadership Team

Financial Advisory

Client Relationship Management Team

Offices

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