Chip Harlow
Membre du Comité d'Investissement chez Old Port Advisors, Inc.
Profil
Mr. Richard A.
Harlow, III, is a Wealth Advisor at Old Port Advisors, Inc. He joined Old Port Advisors in 2016, having spent over 20 years in the financial services industry in New England.
As a member of the OPA Investment Policy Committee, he contributes to the technical analysis aspects of the Firm’s overall investment strategy, discipline and outlook.
Mr. Harlow previously had a career in the US Navy’s Submarine Service.
Postes actifs de Chip Harlow
Sociétés | Poste | Début |
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Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Membre du Comité d'Investissement | 01/02/2016 |
Formation de Chip Harlow
Excelsior College (New York) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 1 |
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Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |