Founded in 2004, Harborside Group is an investment sales and financial marketing firm specializing in distribution for asset managers and financial advisors. Our first-hand knowledge of the marketplace enables us to develop effective campaigns to help you reach your sales and asset retention goals. We seek to understand what differentiates a firmʼs product and investment approach, and to deliver well-coordinated, thoughtful solutions. 

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Harborside Group

Brian Nelson

This department focuses on promoting products and services through creative design and effective marketing strategies.

Marketing Services

This department oversees the strategic direction and management of the organization.

Executive Leadership

This department focuses on consulting and selling investment-related products and services to clients.

Harborside Group

Org chart

Teams

Marketing Services

Executive Leadership

Sales and Investment

Offices