Advisors at this firm
Jeanne H
Series 63, Series 65
North Fort Myers, FL
Harvest Portfolio Management, LLC
Jeanne Hill is a financial advisor with Harvest Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Intentional Funds, Blackridge Asset Management, Peak Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she is also active as a licensed realtor with Coldwell Banker in Cape Coral, FL. Harvest Portfolio Management, LLC manages approximately $98 million in client assets for around 76 clients, focusing primarily on portfolio management for individual, non-high-net-worth clients. The firm serves a diverse client base that includes various institutional types while emphasizing operational controls and regulatory compliance.
Mark S
Series 63, Series 65, Series 66
Isle Of Palms, SC
Harvest Portfolio Management, LLC
Mark Seski is a financial advisor at Harvest Portfolio Management, LLC with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Harvest in 2018, he worked at Reliance Trust Company of Delaware and Wells Fargo The Private Bank. Harvest Portfolio Management, LLC manages approximately $98 million in assets for about 76 clients, focusing on portfolio management for individual (non-high-net-worth) clients. The firm serves a diverse client base that includes several institutional types and emphasizes operational controls and regulatory compliance in its services.