Richard James

Born and raised in Baltimore, Rick is a true Marylander.  After graduating from Calvert Hall, he went on to study at Salisbury University where he was a member of the Kappa Sigma Fraternity as well as the golf club. 

Prior to joining Harvest in 2021, he was a Senior Associate of Investments at Wealthspire Advisors and a member of the Portfolio Management team at StratWealth where he was one of two individuals responsible for portfolio trading for $1.4 billion in assets under management.  

Rick is our Portfolio Operations Manager and will be working side-by-side with our advisors and client service staff to enhance our trading and portfolio management capabilities as well as assisting with some research and due-diligence processes.  Rick, his wife Alexis, son, Peyton, and dog, Nixon live in Baldwin, MD.