Harbor Investment Advisory
Paul Fox, CFP®, CAIA®, CIMA®, CRPC®,CPWA®, has extensive experience in wealth management and financial advising. Currently serving as the Managing Director - Portfolio Manager at Harbor Investment Advisory since July 2017. Prior to that, Paul held the position of Senior Vice President - Wealth Management, Financial Advisor at Morgan Stanley from August 1994 to July 2017. Paul holds a BBA in Finance from Loyola College in Maryland earned in 1990 and an MSF in Finance from the same institution completed in 1992.
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.