Port Advisors Employee Directory

Q: Who are Port Advisors key employees?

Some of Port Advisors key employees are Carrie Luke , Richard Harlow , Jason Foster , Danielle Lamey , Nan Pendleton

Port Advisors corporate office is located in 130 Middle St Fl 2, Portland, Maine, 04101, United States and has 11-50 employees.

port advisors

old port advisors

tracy rogers

investment management & consulting group

old port advisors inc

oldportadvisors com

Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Key Employees of Port Advisors

CL
Carrie Luke
Client Relationship Administrator
PhoneEmail
RH
Richard Harlow
Wealth Advisor
PhoneEmail
JF
Jason Foster
Principal, Wealth Advisor
PhoneEmail
DL
Danielle Lamey
Client Support Specialist
PhoneEmail
NP
Nan Pendleton
Wealth Advisor
PhoneEmail
MS
Mindy Schwartz
Client Relationship Associate
PhoneEmail

Port Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Port Advisors

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Contact Name

Contact Info

Job Title

HQ Location

CL
Carrie Luke
Email Direct
Client Relationship Administrator
United States , Maine , Portland

RH
Richard Harlow
Email Direct
Wealth Advisor
United States , Maine , Portland

JF
Jason Foster
Email Direct
Principal, Wealth Advisor
United States , Maine , Portland

DL
Danielle Lamey
Email Direct
Client Support Specialist
United States , Maine , Portland

NP
Nan Pendleton
Email Direct
Wealth Advisor
United States , Maine , Portland

MS
Mindy Schwartz
Email Direct
Client Relationship Associate
United States , Maine , Portland

Former Employees at Port Advisors

Explore people who held key positions, contributed to Port Advisors's success, and advanced their careers.

MC
Mary Carignan
Client Relationship As... at R. M. Davis
Worked as Administrative Assistant
at Port Advisors (2018-2022)
Email Direct
LR
Laurene Ryan
Operations Specialist at Legacy Point Financial...
Worked as Operations Specialist
at Port Advisors (2023-2023)
Email Direct

Explore More

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Frequently Asked Questions Regarding Port Advisors Employees

How many employees does Port Advisors have?

Port Advisors has 11-50 employees

Who are Port Advisors key employees?

Some of Port Advisors key employees are Carrie Luke, Richard Harlow, Jason Foster, Danielle Lamey, Nan Pendleton

Where is Port Advisors located?

Port Advisors’s headquarters are located at 130 Middle St Fl 2, Portland, Maine, 04101, United States

How do I contact Port Advisors?

Port Advisors Contact Info: Phone number: (207) 774-6552 Website: www.oldportadvisors.com

What does Port Advisors do?

Old Port Advisors, Inc. is a registered investment advisor based in Portland, Maine, providing financial planning, investment management, and fiduciary services since 1994. The firm serves a diverse clientele, including accumulators, retirees, business owners, and those experiencing sudden wealth. They focus on building long-term wealth through tai... Read More

Is Port Advisors a public company?

Port Advisors is private company therefore does not currently have an official ticker symbol

See more information about Port Advisors Employees