NEW HARBOR FINANCIAL - Key Persons
Job Titles:
- Operations and Compliance Manager
- Vice President, Operations & Compliance
Christine has served as the Operations and Compliance Manager at New Harbor Financial Group since its inception. In addition, she has her Life/Health license and also holds various industry licenses. Christine values the relationships that she has developed with clients while providing operational support.
Christine holds a Master's degree in business from Nichols College and a Bachelor's degree in business management from Westfield State University.
Christine has another important and fulfilling role as mother of two young daughters. In her free time, Christine enjoys scrapbooking, photography and spending time with family and friends. Christine has also dedicated her time to volunteering in her daughter's schools and teaching religious education at her church.
Job Titles:
- Our Custodian
- Trading and Investment Research Analyst
Jay is a Trading and Investment Research Analyst at New Harbor Financial group. He previously held roles in merchandising with the TJX Companies, Inc and, most recently, consulting as an inventory valuations analyst at Gordon Brothers, LLC. Jay has a background in company and financial analysis, as well as marketing and some data science through higher education.
Jay received his Bachelor of Science in Business Administration from the University of Hartford, as well as a Master of Science in Business Analytics from Northeastern University. Jay hopes to expand his educational background further in years to come.
Jay and his fiancé live in West Hartford, Connecticut. During his free time, Jay enjoys exercising, martial arts, chess, and spending time with friends and family.
John is a founding principal of New Harbor Financial Group and a CERTIFIED FINANCIAL PLANNER™ professional. Prior to forming New Harbor, John worked as a Financial Advisor with UBS Financial Services. Over the first decade of John's career, he held hands-on and senior roles at a diverse range of companies including UBS Investment Bank, Enron, Navigant Consulting, and Stone & Webster Management Consultants.
John received a Bachelor of Science degree in Operations Research & Engineering, with distinction, from Cornell University.
John and his wife Grace reside in Groton, Massachusetts, with their two sons, Jacob and Luke. During his free time, he enjoys singing and playing his guitar in his "old guys" rock band, as well as getting "lost" on remote, single-track mountain bike trails throughout New England.
Justin started his career in financial services with Dundee Wealth Management in Guelph, ON. Canada. After five years of building and managing a practice with a senior partner he made the move to Massachusetts. Before joining New Harbor Financial Group in late 2011, Justin spent two years with TD Bank as a Financial Service Representative. Justin studied economics at the University of Guelph, he holds a Life/Health license and is Series 65 registered.
Justin and his wife Sarah reside in Princeton, Massachusetts with their children Eldon and Eamon. During his free time, you'll find Justin on a mountainside or on the water where he enjoys skiing, hiking, biking, sailing and canoeing.
Katie joined New Harbor Financial Group in August of 2022 as a Client Service Associate. Prior to joining New Harbor, Katie has worked in several roles within the industry since 2005.
Katie holds a Bachelor's degree in Social Sciences with a minor in Psychology from Westfield State University.
Katie lives in Marlboro, Massachusetts with her husband Rob. During her spare time, she enjoys cooking, kayaking, and gardening.
Job Titles:
- Partner
- Founding Principal
Mike is a founding principal of New Harbor Financial Group. Prior to forming New Harbor, he was a Financial Advisor with UBS Financial Services (formerly PaineWebber). Mike is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to becoming a financial advisor, Mike worked as a chemical engineer. He holds a master's degree in business from Bryant College and a bachelor's degree in chemical engineering from Worcester Polytechnic Institute.
Mike lives in Holden, Massachusetts, and has four children: Ben, Seth, Kate, and Noah. Mike enjoys traveling, learning Spanish, and tending to his small garden.
Michelle joined New Harbor Financial Group as an Investment Advisor. She is a CERTIFIED FINANCIAL PLANNER™ with several years of experience working in financial planning and investment advising in New York State.
Michelle received a Bachelor of Science in Business Finance from Marist College in Poughkeepsie, NY, a Master of Science in Sport Management from Southern Methodist University in Dallas, TX, and a Certificate in Financial Planning from Northwestern University. She enjoys integrating the external macroeconomics and the inner human experience into financial advising.
In her free time Michelle enjoys spending time with her husband Joel, walking in nature, and meditating.
Job Titles:
- a Digital Marketing & Service Specialist
- Digital Marketing & Service Specialist
Regina joined New Harbor Financial Group as a Digital Marketing & Service Specialist. She specializes in content marketing, search engine optimization, and digital storytelling as well as holding several certifications in the marketing industry. Regina strives to create a seamless experience for clients that builds trust and elevates their relationship with New Harbor.
Regina holds a bachelor's degree in business administration with a concentration in Marketing from Ithaca College.
Outside of marketing, Regina grew up as a dancer and continues to choreograph and teach dance. She loves spending quality time with friends and family, going to the beach, and eating delicious food.