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Our Team

The Harbor Advisory TeamHarbor Advisory's two Senior Advisors, Weld Butler and Jack De Gan, each have more than 20 years of experience in the financial management industry. Together they serve as Principals and Senior Advisors at Harbor Advisory and they both actively manage the portfolios. Weld and Jack have the flexibility to schedule their time based on our client's requirements. By design, each Senior Advisor is responsible for fewer than 50 clients. This favorable client/manager ratio allows for frequent client contact. Senior Advisors usually communicate with clients on a monthly basis and often meet with clients in their homes or businesses.

Harbor Advisory's Investment Committee was established in 1972 and is composed of experienced investment professionals and leading industry specialists. The Investment Committee provides Harbor Advisory with a global economic perspective, in-depth industry analysis and specific company research as it relates to the investments being considered for our clients.