HARBORSIDE - Key Persons
Allison has over 25 years of experience in graphic design and print production with 21 years in the financial services industry. She joined Harborside Group in 2013. Prior to Harborside, Allison was at T. Rowe Price, specializing in Shareholder Reports, Fact Sheets and other marketing collateral.
Job Titles:
- Senior Sales Associate / Investment Consultant
Austin joined Harborside Group in 2017 after beginning his career with Equitable Advisors. He graduated from St. Mary's College of Maryland with a bachelor's degree in Economics and a minor in Political Science.
Austin holds the CIMA® designation, which is administered by Investments & Wealth Institute® and taught in conjunction with Yale School of Management. He also maintains his Series 7 and 63 licenses.
Benjamin has over 9 years in the banking and financial services industry interning for Morgan Keegan, working for Morgan Stanley Smith Barney, Citibank, and USAA ranging from employee stock plans to multiple roles in banking.
He has an AAS in Banking and Finance and is a graduate of Codeup, a fully-immersive, project-based, and intensive 22-week Full-Stack Java Career Accelerator that provides students with 670 hours of expert instruction in software development.
Brian C. Nelson - Managing Director, President
Job Titles:
- Managing Director
- President
- Certified Public Accountant With a
- Trustee of St. Paul 's School
Brian has over 34 years of experience in the asset management industry with a focus in sales management and distribution. Before founding Harborside Group in 2004, Brian was the Sales Manager for Vanguard's $100 billion third-party distribution effort. Prior to that, Brian was the National Sales Manager for Flag Investors Funds, a $5 billion fund company sponsored by Deutsche Bank Alex Brown.
Brian is a trustee of St. Paul's School and the University System of Maryland Foundation. He was the past President of the Board of Trustees of Harford Day School and a past member of the Investment Committee of The Tatnall School. Brian is also a founding member of Catalyst, an asset management industry focus group.
Brian is a Certified Public Accountant with a BS and an MBA from the University of Maryland and maintains Series 24 and 7 licenses.
Job Titles:
- Vice President / Investment Consultant
Job Titles:
- Marketing Associate / Graphic Designer
Job Titles:
- Senior Sales Associate / Investment Consultant
Darcy has over 17 years of experience in the financial services industry, working with asset management firms in various roles. Prior to joining Harborside in 2022, Darcy was employed by Hennessy Advisors, Inc. as a Vice President of National Accounts. Previously, she worked for FBR & Co. in a variety of roles, which included working with high net-worth managed accounts, retail investors, and compliance functions.
Darcy has a BA from the University of South Alabama in Psychology and maintains Series 7, 63 and 24 licenses.
Erik has over 18 years of experience in the financial services industry, with a focus in asset management sales and distribution. Prior to joining Harborside in 2010, Mr. Ranson was employed by Legg Mason as a Senior Product Specialist for Legg Mason Funds. Previously, Mr. Ranson was with Legg Mason Wood Walker, Inc. as a Wealth Manager in the retail channel.
Mr. Ranson has a BS from Salisbury University with dual concentrations in Finance and Management and an MBA from The Johns Hopkins Carey Business School and earned the Chartered SRI Counselor™ (CSRIC) designation. He maintains Series 7 and 66 licenses.
Frank has over 13 years of financial services experience. He started his career as a Financial Advisor with Merrill Lynch and subsequently joined Allianz Global Investors as an Investment Consultant for 10 years prior to joining Harborside Group.
He is a graduate of Centenary University with a degree in Business Administration and has obtained his Certified Investment Management Analyst (CIMA) designation.
Job Titles:
- Marketing Associate / Graphic Designer
Jason is a recent addition to the Harborside Group, joining in June 2021. He received his undergrad in Business Administration in 2020 and his MBA in 2021 from Shenandoah University.
Jaylen joined Harborside Group at the beginning of 2021 after graduating from St. Mary's College of Maryland with a bachelor's degree in Economics and a minor in Business.
Kathleen brings over 9 years of experience in the asset management industry with a focus on intermediary and institutional distribution. Prior to joining Harborside in 2023, she held positions at Federated Hermes in the Intermediary and Institutional divisions.
Kathleen received a B.S. in International Business and a B.A. in Spanish from St. Vincent College. Kathleen maintains a Series 7 and 66 license as well as holds a CIMA certification.
Founded in 2004, Harborside Group is an investment sales and financial marketing firm specializing in intermediary distribution.
Job Titles:
- Senior Sales Associate / Investment Consultant
Kevin has over 8 years of experience in financial services industry. He joined Harborside in 2013. Prior to joining Harborside, Kevin held internships in finance, marketing, and sales in various industries.
Kevin received a BA from Franklin & Marshall College in Business, Organizations and Society with a minor in Economics. He was also a four year member of the Division III baseball team. He maintains Series 7 and 63 licenses.
Job Titles:
- Senior Marketing Associate
Lisa has over 25 years of experience in managing content, digital and social marketing projects in the financial industry. She joined Harborside Group in October 2017. Prior to Harborside, Lisa held a Marketing Leader position at U.S. Global Investors, Inc.
Lisa has a BA and MA from St. Mary's University in San Antonio, Texas. She maintains Series 6 and 26 licenses.
Megan has over 20 years in the financial services and asset management industry, with a focus on marketing strategy and communications. Prior to joining Harborside in 2014, she held financial writing positions at U.S. Global Investors in San Antonio, Texas and Heartland Advisors in Milwaukee, Wisconsin.
Megan has a BA from the University of Wisconsin-Madison. She maintains Series 6, 26 and 63 licenses.
Michael came to Harborside in 2019 after working as a Managing Editor at Lippincott Williams & Wilkins.
He received a BS in Microbiology & Virology from the University of Warwick.
Micheal has over 32 years of experience in the financial services industry with extensive experience in marketing, public relations and sales support for the asset management, brokerage, wealth management, employee benefits and institutional investment business lines. She joined Harborside in 2012. Prior to joining Harborside, Micheal managed the team that provided the marketing, communications and public relations support for M&T Bank's Investment Group including the Asset Management, Wealth Advisory Services and Institutional Services Groups.
Micheal received a BA with Honors from the University of Warwick, Coventry, England.
Job Titles:
- Sales Associate / Investment Consultant
Job Titles:
- Sales Associate / Investment Consultant
Ryan brings over 8 years of experience in the asset management industry with a focus on intermediary and institutional distribution. Prior to joining Harborside in 2022, Ryan held positions at T. Rowe Price in the College Savings, U.S. Intermediaries, and U.S. Institutional divisions.
Ryan received Bachelor of Science in Business Administration with a concentration in Finance from Elon University. Ryan maintains Series 7, 63, and 6 licenses.
Job Titles:
- Vice President
- Vice President / Investment Consultant
Prior to joining Harborside in 2018, Sarah held a position as Director at Stifel Nicolaus. She graduated Cum Laude from the University of Rochester with a BA in Economics.
Stephen has over 17 years of experience in the asset management industry with a focus on distribution and product management. Prior to joining Harborside in 2015, Stephen held positions at Lord, Abbett & Co. in the Private Wealth, Institutional, and Product Strategy departments.
Stephen earned a BS in Personal Financial Planning from Texas Tech University. He maintains his Series 7 and 63 licenses and currently holds the Certified Financial Planner (CFP) designation. Stephen is a Board Member of the MECP2 Duplication Foundation, a family-founded organization providing support for the MECP2 duplication community.
Will joined Harborside Group in 2022. Prior to joining Harborside, he was an Internal Wholesaler at Transamerica and an associate at Oppenheimer Funds.
Will earned a BS in Finance from Metropolitan State University and currently maintains Series 7 and 63 licenses.
Zyon joined Harborside in 2023 after beginning his career with BFG financial Advisors. He graduated from DIckinson College with a bachelor's degree in International Business and Management and a minor in French. Zyon maintains Series 7 and 66 licenses.