Scott Bogan Joins Clear Harbor as Portfolio Manager

People | Feb 05, 2025 | EIN

Clear Harbor Asset Management LLC has announced that industry veteran Scott Bogan has joined the firm as a portfolio manager. Bogan, who has over 25 years of experience in advising both individual and institutional clients, is expected to bring significant expertise to Clear Harbor's operations. The firm's Co-Founder and CEO, Aaron Kennon, expressed his enthusiasm for the new addition, highlighting Bogan's alignment with the company's commitment to client needs and broad investment knowledge. Scott Bogan is a graduate of Middlebury College and has studied at l’Institut d’études Politiques in Paris. Clear Harbor, an independent SEC-registered investment advisory firm, serves a diverse portfolio of clients ranging from individuals to corporations and retirement plans, emphasizing its entrepreneurial spirit and fiduciary responsibility.

Sectors

  • Wealth Management
  • Investment Advisory Services

Geography

  • United States – The article is set in the United States, with Clear Harbor's headquarters in Stamford, Connecticut, and additional offices in Texas.

Industry

  • Wealth Management – The article focuses on Clear Harbor Asset Management, which is involved in providing wealth management services to individuals and institutional clients.
  • Investment Advisory Services – Scott Bogan's role as a portfolio manager highlights the firm's focus on investment advisory services.

Financials

    Participants

    NameRoleTypeDescription
    Scott BoganPortfolio ManagerPersonAn industry veteran with over 25 years of experience in portfolio management.
    Clear Harbor Asset Management LLCEmploying CompanyCompanyAn independent SEC-registered investment advisory firm based in Stamford, Connecticut.
    Aaron KennonCo-Founder and CEOPersonCo-Founder and Chief Executive Officer of Clear Harbor Asset Management.