Jennifer Winslow

Director, Portfolio Manager at Harbor Investment Advisory, LLC

Role
Director, Portfolio Manager at Harbor Investment Advisory, Llc
Location
Baltimore, MD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jennifer Winslow

I have been trained as a financial advisor. a very different curriculum than that of a transaction-based broker. My clients rely on me to integrate and organize the various elements of their financial lives. My wealth management practice is focused on high net worth individuals: business owners, retirees, executives and other professionals engaged more in their careers than their investment portfolios.

Experience

  1. Director, Portfolio Manager

    Harbor Investment Advisory, Llc

    Jul 2017 — Present · Lutherville, MD, US

    I have been trained as a financial advisor. a very different curriculum than that of a transaction-based broker. My clients rely on me to integrate and organize the various aspects of their financial lives. My wealth management practice is focused on high net worth individuals: business owners, retirees, executives and other professionals engaged more in their careers than their investment portfolios.

Education

  • Lebanon Valley College

    B.S., Management

    1989 — 1993

  • Lebanon Valley College

    MBA, Finance

    1994 — 1996

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Jennifer Winslow — Director, Portfolio Manager at Harbor Investment Advisory, Llc in Baltimore, MD, US | Unifers