Richard James

Portfolio Operations Manager

The most important things in life are the connections you make with others.

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 and their dog Nixon live in Baldwin, Maryland.

Contact Rick

Growing and harvesting your wealth begins with an advisor you can trust.

Growing and harvesting your wealth begins with an advisor you can trust.​