CoverProfile

Richard Harlow

Vice President, Wealth Advisor, Portfolio Manager

Old Port Advisors

United States, Oregon, Portland

About Me

Combines a background in leadership, strong analytical skills, and a results-oriented approach to inform and accelerate effective and timely decision making. Highly accurate and organized; takes pride in meeting deadlines without sacrificing quality or precision. Outstanding investigative and analytical skills. With a deep knowledge of investments and capital markets, I provide both private and institutional clients with strategic financial and investment advisement that focuses on their specific needs, priorities, and long-term goals. Using sharp analytical skills and highly developed expertise across financial instruments, I uncover opportunities and design solutions that effectively manag
View more

Profile Information

Vice President, Wealth Advisor, Portfolio Manager

Old Port Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Portland

Oregon

United States

May 16, 2024

More profiles to browse

Profile Photo
Erica Bly
Portfolio Manager Associate, Chief Compliance Officer, Client Relationship Manager
Profile Photo
Terry Davies
Vice President - Wealth Advisor - Portfolio Manager
LB
Lawrence Bowlan
Portfolio Manager, Wealth Advisor
TR
Tracy Rogers
Vice President, Senior Wealth Advisor, Portfolio Manager

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation