Harbor Investment Advisory
Daniel Baker, CIMA®, is currently working as a Research Analyst at Harbor Investment Advisory since July 2022. Prior to this role, Daniel was an Investment Analyst at BFG Financial Advisors from June 2018 to February 2022. Daniel has experience managing equity and fixed income portfolios, advising on sector changes based on market conditions, and providing performance updates to advisors. Daniel also has a background in investment operations, preparing investment-related forms and generating performance reports. Daniel holds a Bachelor’s Degree in Economics and Finance from Miami University.
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Harbor Investment Advisory
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.