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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 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

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: 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 (February, 2021). 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]

Before joining Harbor Asset Private Wealth in June 2021, Samantha had spent 15 years working in the medical field in both managerial and clinical settings. Over the course of time at a private practice in Greenwich, Samantha developed a robust and loyal client base due directly to her ability to “listen to” and “read” her patients.  Her focus was to calm their fears and understand each of their unique and individualized needs. Samantha’s skillset in leadership, organization, client management, stress management and her flawless dedication to her clients, drove prosperous development for the practice and her team.  Her attention to detail, obvious love of her patients and persistent ability to follow through, are skills highly valued at Harbor Asset Private Wealth.

Earning a degree in Biology with Pre-Med concentration, Samantha graduated Magna Cum Laude at Iona College and furthered her degree at the Fones School of Dental Hygiene with Honors. Outside of work, Samantha has a passion for spending time with her family, and all things outdoors especially water sports, and enjoying the glory of her family home in the Catskills.

Details

203-742-0060

[email protected]
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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 (February 2021) 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.