Jennifer Winslow

Director, Portfolio Manager @Harbor Investment Advisory, Llc

Baltimore, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2017 — Present

Director, Portfolio Manager @Harbor Investment Advisory, Llc

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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

1989 — 1993

Lebanon Valley College

B.S., Management

1994 — 1996

Lebanon Valley College

MBA, Finance

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.

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