Fred Hill

Fred joined Harbor Investment Advisory is 2014 as President and a Managing Principal.

As President, Fred works closely with our COO & CFO in creating, communicating, and implementing Harbor’s vision, mission, and overall direction. Fred’s priority is to be a business partner to our advisors and help them better serve their clients by developing their competencies and operating more efficient practices.

Fred started his career as a Financial Advisor with Shearson Lehman Brothers in 1987. Since 1992, he held various management positions within the organization and its successor firms. By 2004, Fred was a Managing Director with Smith Barney with oversight of Operations, Risk, Administration and Revenue at the Complex and Branch office levels. These assignments covered businesses ranging in size from $7 million in revenues with 50 employees to $160 million in revenues with 300 employees. From 2011 to 2013, Fred served on the Branch Manager Advisory Council to senior management within Morgan Stanley Smith Barney. Fred has been recognized by On Wall Street magazine as one of the top 100 Branch Managers in the Industry for 5 consecutive years.

Over the past three decades, Fred’s experience as both a Financial Advisor and in Management, have allowed him to gain invaluable experience and competency in addressing the vast array of wealth planning and investment management challenges faced by wealthy families.