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Harbor & Staff

Harbor welcomes Griffin Young

We are happy to announce that Griffin Young has joined Harbor Wealth Management’s team as a Portfolio Analyst.  He is responsible for portfolio and investment research, investment strategy, providing overall client service, and account maintenance. Prior to joining Harbor, Griffin worked at Mercer Advisors for two years as a Portfolio Operations Specialist.  He earned a Master’s…

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Harbor Parking Space

Harbor Welcomes Aditya Sinha

Aditya Sinha has recently joined Harbor’s team as a Wealth Management Intern. He is a Senior pursuing a Bachelor’s degree in Finance and Information Management from the Leeds School of Business at the University of Colorado and plans to graduate in May 2022. Welcome!

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Staff Spotlight – Karen Didde

We are doing a Staff Spotlight on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Karen Didde has been with Harbor since 2003. Read her full bio HERE. What is the most recent downloaded app on your phone?  Zoom What is the…

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Putting Our AUM Fees to Good Use

As 2020 was a year like no other and has negatively impacted the economy and caused unfathomable needs for so many families and businesses, we wanted to share what Harbor has done with some of the AUM (Assets Under Management) fees that we collect from clients to help support our community. Harbor Wealth Management has…

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11th Annual Wreath Making Event

As with many holiday gatherings, Harbor Wealth Management’s annual wreath making event looked a little different this year.  For the past 10 years, we’ve gathered with clients at Sturtz & Copeland Florist and Garden Center in Boulder for our annual wreath making event. This year, the wonderful staff at Sturtz & Copeland prepared custom wreath…

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Staff Spotlight – Jennifer Baham

This year we are doing a Staff Spotlight series on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Jennifer Baham has been with Harbor since 2015. Read her full bio HERE.   What is the one thing you cannot resist?  Warm chocolate…

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Staff Spotlight – Emily Lucero

This year we are doing a Staff Spotlight series on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Emily Lucero has been with Harbor since April 2019. Read her full bio HERE.   What is the most recent downloaded app on your…

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Staff Spotlight – Denise Givens

This year we are doing a Staff Spotlight series on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Denise Givens has been with Harbor since March 2018.  Read her full bio HERE.   What is the most recent downloaded app on your…

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Throw Back Thursday!

Year 1995, any guesses who this little one is?

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Staff Spotlight – Carolyn Rice

This year we are doing a Staff Spotlight series on each of the Harbor staff.  We will get up close and personal and have some fun with our Q & A’s. Carolyn Rice has been with Harbor Wealth Management since 2001.  Read her full bio HERE.   What is the one thing you cannot resist?…

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