Harpswell Advisors
“First and foremost, Harpswell Advisors is honored to serve our clients as a fiduciary, partner and advocate. This means we always act in our client’s interest and put those interests ahead of our own. Harpswell believes our fiduciary obligation is of paramount importance and is aligned with our mission and civic perspective.”
Harpswell was created with a strong philosophy of striving for excellence all while embracing goals that extend beyond a one-dimensional financial scorecard. Our civic responsibility goes hand-in-hand with our focus on performance. Harpswell’s mission is simple—deliver custom investment advisory services with terms that reinforce our alignment with the institutions we serve. As a boutique investment firm, we bring focus and experience to the select foundations, endowments and families we serve. Our specialized focus on behalf of a selective number of clients maintains the highest level of value for the investors we serve.
Harpswell’s model provides our clients access to the best practices employed at larger endowments with investor-friendly terms delivered by a firm that embraces the values that are dear to them.
Harpswell believes the keys to investment success are as rooted in work ethic and character as they are in experience and knowledge. We invite you to explore a partnership with Harpswell.
LEADERSHIP
John P. Moore, CFA
Jack is a Chartered Financial Analyst with more than 25 years of finance experience and more than 20 years focused on institutional investing. Jack serves as Harpswell’s Chief Investment Officer and Strategist.
Prior to his career in investment management, Jack served as a Financial Expert for the Federal Energy Regulatory Commission Jack also worked on Capitol Hill and served as the Press Assistant to the U.S. Senate Majority Leader George J. Mitchell.
Vanessa Bryant, VP
Vanessa has over 20 years managing relationships, leading detailed orientated operations and building businesses infrastructure.
Prior to joining Harpswell Advisors, Vanessa successfully owned and operated Invision Ink Promotions from 2004 to 2015, a marketing and advertising firm providing services to fortune 500 companies including TD Banknorth, Mechanics Savings Bank, Schering-Plough and Gillette.
Claude R. Perrier, CPA
Claude brings over 25 years of experience in the financial services industry including roles as the CIO of a $5B pension and wealth advisor serving families with $100MM-$700MM in investable assets.
Claude works with clients with a focus on developing integrated investment solutions. He specializes in the development and implementation of investment policies .
ADVISORY BOARD
Emily R. McComb, SENIOR LECTURER OF BUSINESS ADMINISTRATION, Harvard Business School
Ms. McComb brings a career in active equity management and academia work relating to endowments, hedge funds, mutual funds and investor behavior. She recently co-authored “Modern Endowment Management: Paula Volent and the Bowdoin Endowment.”
Emily McComb is a Senior Lecturer in the Finance Unit at HBS
David Russ, Spruceview Capital
David Russ is a nationally recognized endowment and investment manager with 30-years of institutional investment management experience with foundations, endowments, corporate and public pension plans, sovereign wealth funds (SWFs) and family offices.
Prior to his tenure at Spruceview, David was Chief Investment Strategist and a Managing Director at Credit Suisse Asset Management in New York. Most recently (2005-2009) he was the first Chief Investment Officer for Dartmouth College’s endowment.
Gus Sauter, Retired CIO for Vanguard
Mr. Sauter retired in 2012 from his role as Vanguard’s first Global Chief Investment Officer after 25 years with the company. As Vanguard’s CIO, he was a member of the CEO’s senior staff, directed the management of $1.7 Trillion in assets and oversaw Vanguard’s external manager program.
He is currently a member of the Financial Industry Regulatory Authority (FINRA) Investors Advisory Group
OUR PHILOSOPHY
Harpswell’s investment philosophy is one that embraces the endowment approach to investing - where we allocate to specialized managers for each mandate in the portfolio—and stresses a high level of diversification across both asset classes and securities. We feel the merits of passive funds in providing cost effective market exposure are noteworthy, and a customized mix of both active and passive funds together help to maximize efficiencies, returns and diversification for institutional investors.
Harpswell Capital Advisors Named to the investor.com 2020 Top Charitable Financial Advisor Firms in the Nation List. Harpswell is the only Maine based firm to be recognized with this honor.
Harpswell Capital Advisors, LLC
41 Campus Drive, Suite 203
New Gloucester, Maine 04260
1-877-HARPCAP (427-7227)
info@harpswelladvisors.com