Shirley joined Harbor Group in June 2002 as an Asset Management Administrator, initially supporting one of the firm's three financial planners. Within four months, Shirley began training to become the firm's Trading Specialist. Shirley is now responsible for the daily reconciliation of all client portfolios and Harbor Group's investment database and trade placement.
Shirley began her career at MetLife in 1966 as a Clerical Assistant and within two years was promoted to Branch Administrator. Shirley provided administrative support to the manager and all sales personnel. She brings more than 35 years of industry experience to our team.