Old Port Advisors

Jason Foster is a financial advisor at Old Port Advisors with 27 years of industry experience. He holds the Series 66 designation and has worked at Old Port Advisors since 2012. Prior to that, he was with Purshe Kaplan Sterling Investments for eight years. Old Port Advisors is a multi-advisor SEC-registered investment firm managing approximately $746 million for nearly 1,000 clients. The firm serves individuals, trusts, estates, charitable organizations, and business clients, using a global, balanced, value-oriented investment approach combined with fiduciary consulting and integrated wealth management services.

Fredric Williams is a financial advisor at Old Port Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Old Port Advisors since 1997. Old Port Advisors is an SEC-registered investment adviser managing approximately $746 million for around 952 clients. The firm serves individuals, trusts, estates, charitable organizations, and business clients through a multi-advisor team, using a global, balanced, value-oriented investment approach combined with fiduciary consulting and integrated wealth management services.

Jake Kenyon is a financial advisor at Old Port Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Horace Mann Companies and InnoVest Financial Services. Outside of his advisory work, Kenyon is involved in insurance production activities as an independent insurance producer. Old Port Advisors is an SEC-registered investment adviser managing approximately $746 million for around 952 clients. The firm serves individuals, trusts, estates, charitable organizations, and business clients with a multi-advisor team, offering investment management, financial planning, wealth management, and fiduciary consulting. Their investment process combines macroeconomic analysis with technical and fundamental research to construct globally diversified, value-oriented portfolios.

Erica Bly is a financial advisor at Old Port Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at Old Port Advisors since 2016, following five years at Morgan Stanley Smith Barney. Old Port Advisors is an SEC-registered investment adviser managing approximately $746 million for around 952 clients. The firm serves individuals, trusts, estates, charitable organizations, and business clients with a multi-advisor team, employing a global, balanced, value-oriented investment approach combined with fiduciary consulting and integrated wealth management services.

Richard Harlow is a financial advisor at Old Port Advisors with 28 years of industry experience and holds a Series 66 designation. He has been with Old Port Advisors since 2016. Outside of his advisory work, he serves as Chairman of the Board of Selectmen in Lebanon, Maine. Old Port Advisors is an SEC-registered firm managing approximately $746 million for nearly 1,000 clients. The firm uses a multi-advisor team approach, offering investment management, financial planning, and fiduciary consulting to individuals, trusts, estates, charitable organizations, and businesses, with a focus on global, balanced, value-oriented portfolios.

Francis Davies is a financial advisor at Old Port Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Old Port Advisors since 2006. Davies serves as a board member of the investment and financial committee for Preble Street, a nonprofit organization in Portland, ME. Old Port Advisors is an SEC-registered investment adviser managing approximately $746 million for about 952 clients through a multi-advisor team of 11 professionals. The firm provides investment management, financial planning, wealth management, and fiduciary consulting services to individuals, trusts, estates, charitable organizations, and business clients, utilizing a global, balanced, value-oriented investment approach.

Ben Daigle is a financial advisor at Old Port Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Old Port Advisors since 2010. Outside of his advisory role, he is involved as an owner of a real estate holding company in Durham, Maine. Old Port Advisors is a multi-advisor firm managing approximately $746 million for nearly 1,000 clients. The firm offers investment management, financial planning, wealth management, and fiduciary consulting services, using a global, balanced, value-oriented investment approach.

Nan Pendleton is a financial advisor at Old Port Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Robert W. Baird & Co., Inc., Quintessentially Inc, WME IMG-Endeavor Global Marketing, and SoHo Experiential. Old Port Advisors is a multi-advisor firm managing approximately $746 million for nearly 1,000 clients, offering investment management, financial planning, wealth management, and fiduciary consulting services. The firm employs a global, balanced, value-oriented investment approach and provides specialized fiduciary consulting for retirement plan sponsors alongside integrated wealth management for clients with $500,000 or more in investable assets.

Tracy Rogers is a Series 66-licensed financial advisor with Old Port Advisors in Portland, ME, where she has worked since 2004, totaling 23 years of industry experience. She is also a partner in a real estate rental business outside of her advisory role. Old Port Advisors is a multi-advisor firm managing approximately $746 million for nearly 1,000 clients. The firm serves individuals, trusts, estates, charitable organizations, and businesses, employing a global, value-oriented investment approach combined with fiduciary consulting and integrated wealth management services.

Lawrence Bowlan is a financial advisor at Old Port Advisors with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. Bowlan has worked at Old Port Advisors since 2009 and has been with Averill Agency Inc. since 1995. He is also a part owner of Bowlan-Sherrard LLC, an independent insurance agency. Old Port Advisors is an SEC-registered investment adviser managing approximately $746 million for nearly 952 clients. The firm offers investment management, financial planning, wealth management, and fiduciary consulting services to individuals, trusts, estates, charitable organizations, and businesses, utilizing a global, balanced, value-oriented investment approach.