Harbor Investment Advisory
Stephen Kelly is a Managing Director at Harbor Investment Advisory, LLC. stephen has held various leadership roles in finance, including Director positions at Credit Suisse, Deutsche Bank, Alex. Brown, a Division of Raymond James, and Baker Watts & Co. stephen also served as a Board Member at Irvine Nature Center. Stephen Kelly graduated from Georgetown University with a degree in Finance and Business.
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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.