Baltimore, MD - January 2023—Harborside Group, the asset management industry’s most comprehensive independent sales and marketing firm, announced the opening of Denver and Charlotte, NC, offices to facilitate the continued growth of the company.
“We are pleased to expand beyond our Baltimore headquarters and attract a considerable talent pool of asset management professionals in both cities,” said Brian Nelson, President of Harborside. “As Harborside continues to expand its national client base, the need to attract additional talent beyond our Middle Atlantic market was obvious. Each new office is led by an experienced Harborside employee that understands our highly successful proprietary distribution model.”
Harborside provides comprehensive distribution services primarily to asset management firms with AUM between $2-25 billion and provides ongoing servicing to over 40,000 Advisor relationships who own their clients’ investment strategies.
About Harborside Group
Founded in 2004, Harborside is an investment sales and financial marketing firm based in Baltimore, MD, specializing in comprehensive distribution solutions for asset managers and financial advisors. Harborside provides its marketing services to clients with collective assets exceeding $200 billion.