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Our Team

Founder & CEO
Senior Portfolio Management Director

Founder Marti Marache fosters a collaborative culture among the Harbor Asset team, who share a commitment to serve our clients with attention and loyalty that exceeds their expectations.

Marti’s peer-based understanding of the complex challenges of managing wealth is derived from three decades of her professional and personal experience.

Marti Marache has over 30 years of investment experience. She started her investment career at Shearson Lehman Brothers in her home state of Georgia. Early in her career, Marti spent much of her time traveling to Europe, servicing large foreign banks, and providing research and market analysis for their U.S. equity needs. She moved to New York City in 1989 to further her career in finance. She worked for Janney Montgomery Scott on their international-institutional desk, trading U.S. equities for foreign banks and large private clients.

Marti transitioned to the retail side of the business in 2002 when she accepted an offer from Merrill Lynch. In 2008, she joined Citi-Smith Barney, which later became a part of Morgan Stanley.

In 2021, Marti launched Harbor Asset Private Wealth in order to better serve her clients’ needs.

Marti is committed to help people pursue their ambitions for their investment assets by creating, implementing and managing custom portfolios that align with their goals. Marti excels at counseling our clients, using their personal values as the guideposts for building a rewarding path to their financial future. Marti applies our planning process to focus on family dynamics and overall estate and legacy planning strategies.

Marti focuses mainly on investing in individual equities and other direct investments to help her clients meet or exceed their income needs and financial objectives. In addition to how she nurtures deeply caring relationships with her clients, Marti’s extensive experience and comfort with stocks, bolstered by her strong institutional background, stand to differentiate her from other advisors.

Marti, the youngest of nine children, graduated summa cum laude from Pace University in New York City. She sits on the Endowment and Investment Committee for Christ Church in Greenwich. Marti and her husband, Mark, a Greenwich native, reside in Riverside, CT, with their two young boys, Tristen and Hayden, and their beloved family dog, Zulu, an African-bred Jack Russell terrier.

Awards

InvestmentNews 2024 Advisor of the Year nominee for Alternative Investments

AdvisorHub 2024 Advisors to watch #96

Forbes 2024 Best in State for Women Wealth Advisors #8

Forbes 2021 Best in State for Men & Women for HNW clients #38

Forbes 2021 Best in State, Forbes Top 1000 Women in the Nation

Forbes 2020 Best In State, Forbes Top 1000 Women in the Nation

Forbes 2019 Best in State, Forbes Top 1000 in the Nation

SHOOK Top Women in America 2019 & 2020

Working Mother and SHOOK Research’s Top Wealth Advisor Moms 2019 & 2020

Source: InvestmentNews.com (June, 2024). InvestmentNews Best Advisors Under 40 nomination process is conducted by InvestmentNews editors, focusing on key criteria including accomplishments, contribution to the financial advice profession, leadership within their firms or the industry, and demonstrated promise in their careers. Nominees are evaluated based on their success in advisory roles, industry projects, and broader community impact through financial literacy initiatives and pro bono financial planning efforts. The award recognizes professionals who exhibit passion, innovation, and commitment to advancing the field of financial advice. For more information, please visit www.InvestmentNews.com.

Source: AdvisorHub.com (June, 2024). AdvisorHub's Top Advisors ranking methodology involves rigorous evaluation by industry experts to assess each advisor's qualifications. Criteria include qualitative factors such as client retention, industry experience, compliance records, and firm nominations, alongside quantitative measures like assets under management and revenue generation. The ranking emphasizes ethical practices and community impact, aiming to highlight advisors who demonstrate exceptional professionalism and growth. Participation is voluntary and free of charge, with no compensation received by AdvisorHub from participating advisors. For more details, visit www.AdvisorHub.com. 

Source: Workingmother.com (October, 2020). SHOOK Research considered women advisors with children living at home under 21 years old. Ranking algorithm is based on qualitative measures derived from telephone and in- person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information see www.SHOOKresearch.com.

Source: Forbes.com (April 2021). Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Source: Forbes.com (June, 2024). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Details

203-742-0101

[email protected]

The harbor asset private wealth team

Mark has a deep family history on Wall Street that goes back four generations. He spent 18 years working in wealth management, most recently as Vice President, Investments, at Janney Montgomery Scott. Mark retired in 2015 in order to support Marti in her life’s work, and to spend more time with their two young sons. With this next chapter in the Harbor Asset story, it was a natural decision for Mark to return to the business he knows so well and commit to the success of Harbor Asset Private Wealth. Mark graduated from Arizona State University with a BA in Humanities. Outside of work, Mark has a passion for his family and all things outdoors, especially downhill skiing, scuba diving and competitive sporting clays shooting.

Details

203-742-0002

[email protected]

Details

203-742-0090

[email protected]

Ryker is now a full fledged Harbor Asset Private Wealth team member. After three tours as an intern, the first of which was with Marti in 2021 while she was with Morgan Stanley Greenwich. 


Ryker is currently working on a degree in Business with a concentration in Finance at Marist College. He has proven to be a strong leader, hard worker, and excellent team member throughout his athletic career. Growing up he was the captain of every team he played for including the Connecticut Olympic Development team. He captained his high school soccer team to their first two state tournament wins in years. In college, he switched to rugby, where he won the coaches award and was named to the all-star team in his freshman year. He was then named forwards captain as a sophomore and team captain as a junior. Outside of work and team sports, Ryker loves all things outdoors, including fishing, hunting, downhill skiing, and ice skating.

Details

203-742-0004

[email protected]

Melissa is currently an MBA candidate at Northwestern University - Kellogg School of Management, where she is majoring in Finance and Strategy. Earning a degree in Economics and Political Science, Melissa graduated Magna Cum Laude from Bucknell University where she was captain on the Division I tennis team. She joins the Harbor Asset Team with over 7 years of experience in management consulting at Accenture and Deloitte and is excited to help our clients achieve their financial goals. 

Details

203-742-0505

[email protected]

Andrew Tart is an ambitious student in the Freeman College of Management at Bucknell University, on track to receive his BSBA degree in finance in May of 2026. With his role on the Harbor Asset Private Wealth team, he is passionate about leveraging his academic background in management to excel in financial services.

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John Slye is a dedicated student at Southern Methodist University (SMU) in Dedman College, where he is pursuing studies in mathematics and economics. His academic interests are complemented by a keen eagerness to learn about wealth management, aiming to blend quantitative skills with financial expertise.

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Source: Workingmother.com (October 2020) SHOOK Research considered women advisors with children living at home under 21 years old. Ranking algorithm is based on qualitative measures derived from telephone and in- person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information see www.SHOOKresearch.com.

Source: Forbes.com (April 2021) Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Source: Forbes.com (June 2024) Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.