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Meet the Bay Harbor Team

Lance R. Scott, AIF®
Founder, President and Fiduciary Wealth Advisor

Lance Scott is the founder and president of Bay Harbor Wealth Management, a company dedicated to helping individuals and families establish strategies for their financial future. Lance also serves as the company's Chief Compliance Officer.

Lance began his career in the financial services industry when he worked for his father, who owned and operated a yacht financing company based in Fells Point, Maryland, with multiple offices covering the coasts from California to the Carolinas. Lance learned about money and finance from his father, who came from a banking background and successfully pursued his entrepreneurial aspirations. When his father sold his company to a subsidiary of one of the largest banks in France, Lance gained insights into the world of private banking. After seeing how the wealthiest of individuals were treated, he realized these benefits should also be available to mainstream investors.

Lance graduated from the McDonogh School in Owings Mills, Maryland, and later attended the University of Vermont, where he earned a Bachelor of Arts degree in political science and a minor in business administration. He also studied abroad at Griffith University on the Gold Coast of Australia. Lance went on to complete the Executive Education course in Investment Strategies and Portfolio Management offered by the Wharton School’s Aresty Institute of Executive Education.

Lance hosted “The Road to Retirement” radio show heard on both CBS and Clear Channel in Baltimore, Maryland. He has been featured on Fox-45 Baltimore and quoted in The Wall Street Journal’s,,, and Lance was recently accepted into Forbes Finance Council, Investment News 40 under 40 and the Daily Record VIP List.

Lance lives in Baltimore with his wife, Sunni, who is an optometrist, along with their daughters, Saylor, Ridgely and Tinsely. He and his wife are supporters of the Alliance for Lupus Research, Make-a-Wish Foundation, Cystic Fibrosis Foundation and the Mount Washington Pediatric Hospital.

John F. Moran, CFP®
Director of Financial Planning

John Moran is an associate advisor with Bay Harbor Wealth Management, dedicating his time to helping individuals and families plan for their future. Together, John and Lance develop retirement analysis and programs that address income planning, asset protection and investment planning.

John holds Series 7 and 66 licenses as well as life, health and variable insurance licenses in Maryland and Virginia.

John graduated from James Madison University with a degree in sports management and a minor in business management. As part of his college career, he spent a semester abroad at the University of Dublin in Ireland.

Lauren Uphouse
Director of Business Development

Lauren Swann (Uphouse) grew up in Lutherville, Maryland. After graduating from Maryvale Preparatory School in 2002, Lauren was hired as an administrative assistant for a professional recruiting firm in Baltimore. She spent over eight years in the professional recruiting industry, working her way up to a managerial operations role.

In 2010 Lauren followed her interest in the financial services industry and began working for an investment banking firm in Baltimore, where she supported the Chairman of Investment Banking and assisted in managing the Commitment Committee processes. During this time Lauren pursued a degree in internet marketing, and in 2015 she began utilizing those skills as an internet marketing consultant.

Lauren joined Bay Harbor Wealth Management in 2017 as Director of Business Development, combining her financial services background with her marketing skills to help establish and grow the business.

Lauren lives just over the MD/PA line with her husband, son, and daughter. She enjoys singing and supporting animal and domestic violence charities, and hopes to one day start her own charity to help support skin cancer research and awareness.

Kathy Maki
Director of Client Relations

Kathy Maki is Bay Harbor Wealth Management’s Director of Client Relations.

Client Relations and Finance have always been a part of Kathy’s job descriptions. She worked as an Executive Assistant for many years at an engineering firm, a home builder and a large local family foundation. She found her passion of interacting with customers in the jewelry business. As a co-owner of a construction company, Kathy spent over a decade overseeing the financial aspects of her company.

Kathy grew up in Baltimore and still lives in the area. Kathy enjoys attending car related events with her friends in her spare time.

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About Bay Harbor

Lance Scott founded Bay Harbor with the mission to be a trusted financial partner by helping clients focus on living life with financial confidence - today and long into the future.

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Fiduciary investment advisory services offered through Bay Harbor Wealth Management, LLC, an SEC Registered Investment Advisor. SEC Registration does not imply any certain level of skill or training. Non-fiduciary insurance services offered separately through Bay Harbor Insurance, LLC.

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Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms. Forbes Finance Investment Council is a paid for membership.