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
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
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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