Date Published: May 2013
Comprehensive Power Point Deck: 20 Slides
Summary Power Point Deck: 12 Slides
Harbor Investment Advisory was founded by Betsy Brennen, Robert Black, & Stephen Kelly in 2009 and is based in Baltimore, MD. The firm has twelve employees, 265 accounts, & $301 million assets under management. Harbor Investment Advisory is led by its Managing Directors Betsy Brennen, Robert Black, & Stephen Kelly. Harbor Investment Advisory's web site can be found at www.harborinvestmentadvisory.com.
Harbor Investment Advisory's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, accounts, assets under management, revenues, & net profits.
- Early Phase
- Middle Phase
- Recent Phase
Its profile includes detailed outlines of its core businesses:
And its profile concludes with the highlights of its organizational structure & ownership.
- Business One
- Business Two