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Family Offices
Michigan City, IN
Harbour Wealth Management provides fiduciary wealth management, trust services, retirement planning, and family legacy planning in Northwest Indiana and throughout the US.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
Candidate family office with no filing identifier. Treat the facts on this page as unverified.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Stephanie K. Oberlie | President | leadership | senior | n/a | yes | fact |
| Brian C. Merrill | Senior Vice President & Chief Investment Officer | cio | senior | n/a | yes | fact |
| Robert P. Rose | Chief Executive Officer & Chairman | leadership | senior | n/a | yes | fact |
| Steven J. Skalka | Senior Vice President & Chief Fiduciary Officer of Counsel | leadership | senior | n/a | yes | fact |
| Shawna Zawada | Senior Vice President Chief Operating Officer (COO) and Chief Financial Officer (CFO) | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Shawna Zawada (Senior Vice President Chief Operating Officer (COO) and Chief Financial Officer (CFO)), Steven J. Skalka (Senior Vice President & Chief Fiduciary Officer of Counsel), Brian C. Merrill (Senior Vice President & Chief Investment Officer), Stephanie K. Oberlie (President), Robert P. Rose (Chief Executive Officer & Chairman).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan