Catch up on market commentary and firm news.
Clear Harbor Asset Management LLC today announced that Scott Bogan has joined the firm as a portfolio manager. With over 25 years of experience in portfolio management and advising both individual and institutional clients, Mr. Bogan brings a wealth of expertise to the firm.
Stamford, Connecticut—Clear Harbor Asset Management LLC today announced that Robert Dalldorf has joined the firm as a portfolio manager. Mr. Dalldorf brings to the firm more than 40 years of experience managing portfolios and advising individual and institutional wealth management clients. Mr. Dalldorf previously was the founder and president of Wilton Connecticut-based Falcon Capital Management. Clear Harbor’s Co-Founder and Chief Executive Officer Aaron Kennon commented: “I am thrilled to welcome Bob to Clear Harbor Asset Management. I have known Bob for more than 15 years and can attest to his thoughtfulness, integrity, and focus on each of his client relationships. His approach to advising clients on their complex wealth management needs mirrors that of the broader Clear Harbor team.”
The Clear Harbor Team is thrilled to announce that as of October 10, 2023, Clear Harbor Asset Management has been named one of America’s TOP Registered Investment Advisors (“RIA”) by Forbes. With more than 15,000 RIAs in the US, our placement on this list represents the top 1.5% of firms. The Forbes ranking incorporates several quantitative and qualitative factors which include industry experience, revenue growth, assets under management, regulatory compliance, community involvement, firm culture, and commitment to servicing clients. Forbes states in its methodology, “When we meet with a firm or an advisor for due diligence meeting, we are always thinking to ourselves, “Would we recommend this firm to a friend or family member?”. Clear Harbor Co-founder and CEO, Aaron Kennon commented on the ranking: “We feel this ranking speaks volumes to the quality of the Clear Harbor team, the personalization and care that we apply to each of our clients, and the process that we embrace to provide wealth management advice and asset management strategies to our individual, institutional, and not-for-profit clients.”
Clear Harbor Asset Management is pleased to announce that Security Asset Management (“SAM”) joined the firm during Q2 2023.
Stamford, Connecticut—Clear Harbor Asset Management LLC today announced that Aaron Kennon, the CEO and Co-Founder of the firm, has been named to Forbes Magazine’s 2022 list of Best-In-State Wealth Advisors. “This award is a tribute to the positive impact that a collective team can have on the lives of others. We are passionate about our work and are reminded during this moment of significant economic and geopolitical uncertainty how the application of it can benefit the individuals, families, and institutions that we work with each and every day,” commented Mr. Kennon.
Stamford, Connecticut—Clear Harbor Asset Management LLC today announced that Henrik Brun has joined the firm and will serve as a financial advisor in the capacity as Managing Director. Mr. Brun brings to the firm approximately 25 years of experience working with individual and institutional asset management clients domiciled in the US, Europe, and Asia.