Bay Harbor Wealth Management

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Bay Harbor Wealth Management
Bay Harbor Wealth Management
 

Name: Email:

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Phone: (410) 779-1313
Fax: (410) 779-1312
Email: info@bayharborwealth.com
Office: 1340 Smith Ave. Suite 200
Baltimore, MD 21209


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About Us

Lance Reid Scott, RFC
President/Financial Advisor

Lance is the President and Founder of Bay Harbor Wealth Management, a company dedicated to helping individuals and families plan for their future.  Lance specializes in working with those who are approaching retirement or currently retired. He helps develop a comprehensive financial plan encompassing all concerns such as Income Planning, Retirement Planning, Asset Protection, Investment Planning, and Estate Planning.

Lance is an Investment Advisor Representative and Series 66 Uniform Combined State Law Licensed. He is also a licensed Life, Health and Variable Insurance Agent.  He is dedicated to helping clients protect their wealth and plan for retirement.

While attending the University of Vermont, Lance earned a B.A. in Political Science and a minor in Business Administration.  He studied business and economics while studying abroad at Griffith University on the Gold Coast of Australia.  In addition, Lance completed the highly sought after executive education program, Investment Strategies and Portfolio Management at The Wharton School of The University of Pennsylvania.

Lance is a Registered Financial Consultant.  The Registered Financial Consultant (RFC) is a professional designation awarded by the International Association of Registered Financial Consultants to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.  It is the only professional organization that requires all of its members to meet and document seven stringent requirements of education, experience, examination, integrity, licensing, ethics and a significant amount of continuing professional education.  Lance has been a part of the Million Dollar Round Table, the premier association of financial professionals. 

Lance has co-hosted numerous radio shows along the east coast on investment and retirement planning topics. He continues to speak at financial workshops geared towards educating individuals on their investment choices.

Lance and his wife Sunni live in Baltimore, MD with their black lab Earl.
 

Anita Duncan 
Director of Client Relations

Anita has 20+ years’ experience in the customer service arena. The last 12 years in the financial industry. As Director of Client Relations, she is dedicated to serving our clients. Anita personally believes in providing exceptional customer service that exceeds our clients' expectations. Her knowledge of our services and products, along with her ability to build strong relationships, makes her a valued member of the Bay Harbor Wealth Management Team.

Anita recently moved from San Diego, where she worked for a wealth management firm. She is excited and happy to have the ability to assist clients with any of their needs. Feel free to contact her directly at 410.779.1313 or Anita@bayharborwealth.com.

DIAS Portfolio Management Team

Christian Bertelsen, MBA
Chief Investment Officer

Chris has 40 years of investment experience. Previously, he was director of the value equity group for Phoenix Investment Counsel prior to which he served as Chief Investment Officer at Dreman Value Advisors. He holds an MBA and a BA in Economics and History from Boston University.

James Neel, CFA
Portfolio Manager
Jim has over 30 years of investment management experience. While managing equity mutual funds for Kemper in the 1990's Jim won a Lipper Rankings Award in the Growth and Income category. Jim also served as portfolio strategist for Kemper Financial Services, CEO of Dreman Value Advisors and Partner at Loomis Sayles. Jim is a graduate of Michigan State University, holds a BA and an MBA and served four years as a U.S. Navy officer.

Edward C. Bertelsen
Portfolio Manager
Ed has 17 years investment management experience as Senior Portfolio Manager at Legg Mason Wood Walker and Vice President at Raymond James Financial Services. He received a BA with Honors from Albion College in 1993.

Orville Ward, MBA
Portfolio Manager
O.D. has 18 years of experience in both investment management and consulting. O.D. came to the firm from YHB Investment Advisors. Prior to that he was Vice President of portfolio strategy at Brown Brothers Harriman, & Co. O.D. is a graduate of Indiana University and has an MBA degree from the University of Notre Dame.
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