Harbor Investment Advisory
Dod Poe has extensive experience in the finance sector, currently serving as Director at Harbor Investment Advisory, LLC since October 2017. Prior to this role, Dod held multiple senior positions at Morgan Stanley from January 2000 to September 2017, including Senior Vice President, Portfolio Management Director, and Financial Advisor. Earlier in Dod's career, experience was gained as an Account Representative at T. Talbott Bond Co. from November 1995 to July 1999. Dod Poe earned a Bachelor of Arts degree from Salisbury University, where education was completed from 1990 to 1994.
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.