The Board of Directors of Harbour Trust & Investment Management Company is pleased to announce that Robert P. Rose has been promoted to Chairman & Chief Executive Officer. Stephanie K. Oberlie has been promoted to President & Chief Operating Officer, and Brian C. Merrill has been promoted to Senior Vice President & Chief Investment Officer.
The newly promoted Harbour Trust team members have been important assets to the company, and according to Robert P. Rose (Bob), “These promotions reflect Harbour Trust’s commitment to the future. Harbour Trust continues to invest heavily in human resources and technology but the technology is only as effective as the people using it.” The advisors at Harbour Trust combine financial research, market forecasting, relationship building, and industry expertise to manage client portfolios and meet their financial goals.
Stephanie K. Oberlie, supports Bob’s statement of commitment to the future and added, “The foundation and structure of Harbour Trust & Investment Management Company is strong thanks to the efforts of our two founders, Leon Dargis and Bob Rose. Without their vision and commitment to our purpose of providing fiduciary services and a disciplined investment management coupled with a high level of quality service, we would not be the successful company we are today. With our strong structure and corporate culture in place, we are now looking to the future where we will continue to prudently add staff and services, which will enhance our client experience.”
In the ever changing world of asset management where market dynamics can change intra-day, you need a team that can protect your future from the storm. The Harbour Trust team takes pride in protecting and growing client assets.
That’s no different for newly promoted Senior Vice President, Brian C. Merrill who said, “Harbour Trust has created a work environment which has been fostered by personal and professional growth throughout my 10 years with the firm. I am looking forward to the challenge of extending that legacy of strong leadership as we create customized investment solutions to help our clients reach their financial goals.”