Every member of the Harpswell team shares a deep passion for the firm’s mission and strives for excellence every day. Harpswell’s rigorous hiring process is one that gives great weight to the highest moral and ethical standards as well as work ethic and intellectual capacity. Our organizational chart is flat and every team member is empowered to have a key role in helping you meet your financial goals.
Harpswell’s team is structured like the investment professionals at a college endowment office or a family office. Our specialization and dedication to the Outsourced Chief Investment Officer (OCIO) model differentiates Harpswell from the typical registered investment advisor (RIA) as well as large Wall Street investment banks. This specialization serves our clients well. Harpswell is committed to maintaining the highest level value for our clients and we therefore limit the roster of clients we serve.
View Harpwsell Advisors Advisory Board
Nichole (“Nikki”) M Yanok
Kara L. K. Leopold
Reach us at: email@example.com
John P. ("Jack") Moore, CFA
Jack is a Chartered Financial Analyst with more than 20 years of finance experience and more than 15 years focused on relative value investing. Most recently, from 2006 to 2012, Jack successfully managed Harpswell Capital Management, a long-short hedge fund with offices in Villanova, Pennsylvania and Portland, Maine. Prior to that, he was a Principal with The Vanguard Group where he was a Senior Analyst working directly for several of Vanguard’s funds and participated in the Chairman’s senior strategy efforts. Prior to joining Vanguard, Jack was a Vice President and Portfolio Manager with Bryn Mawr Capital (a hedge fund) overseeing all of the firm’s investments in energy and basic materials. Prior to Bryn Mawr, Jack served as a fixed income Analyst at MetLife.
Prior to his career in investment management, Jack served as a Financial Expert for the Federal Energy Regulatory Commission where he would testify in Federal proceedings on issues relating to investments in and the finances of utilities. Jack also served as the Press Assistant to the U.S. Senate Majority Leader George J. Mitchell. Jack holds a Bachelor of Arts degree from Hobart College and earned his Master’s of Science degree from the London School of Economics.
A dedicated civic participant, Jack serves in Board capacities for the Good Will-Hinckley School (previous Chair), Portland Museum of Art and the United States Biathlon Foundation. Jack also serves on the investment committees of the University of Maine System ($500MM), Maine Medical Center ($1B), and the Portland Museum of Art ($35 MM). Jack was also appointed by Maine’s Governor to serve on the Maine NextGen 529 Advisory Committee ($10B). Jack lives in Yarmouth with his wife Alison, and their three boys.
Claude R. Perrier
Claude brings over 25 years of experience in the financial services industry including roles as the CIO of a $5B pension and wealth advisor serving families with $100MM-$700MM in investable assets.
Claude works with clients with a focus on developing integrated investment solutions. He specializes in the development and implementation of investment policies and brings considerable expertise in asset allocations and the evaluation and selection of investment managers and funds.
Prior to joining Harpswell, Claude was a Director of Advisory Services at CTC | myCFO which served over 300 institutions and families across the United States and internationally, advising or managing more than $41 billion in assets. Claude joined the organization in 2004 and took early retirement in 2015.
Prior to joining CTC, Claude was a consultant and co-managed the investment manager research and hedge fund departments at Greycourt & Co. He was also a partner with New England Pension Consultants (NEPC), focusing on investment asset allocations and alternative investments. At NEPC, Claude was the director of research for alternative investments and he was also a Partner. Previously, Claude was the Executive Director of the Maine State Retirement System where he supervised all investment and administrative activities for the $5.5 billion fund.
Claude earned his B.B.S. from Rutgers University and his M.B.A. from the Lubin School of Business at Pace University.
Claude resides in North Yarmouth with his family and enjoys boating, rock climbing and time spent with his family on Vinalhaven Island.
Vanessa M. Bryant
Vanessa has over 20 years of operational management experience. Prior to joining Harpswell Advisors, Vanessa successfully managed Invision Ink Promotions, a marketing and advertising firm serving Fortune 500 companies. Prior to Invision Ink, Mrs. Bryant was Marketing Manager at the Saltwater Institute a non-profit started by the principals created by Tom Chappell (Owner of Tom’s of Maine). Her responsibilities at The Saltwater Institute were operation manager and business development.
Vanessa worked in a variety of marketing roles public and private companies, including TD Banknorth, Mechanics Savings Bank, Schering-Plough and Gillette. She is broadly experienced in business planning, marketing operations and business development.
Vanessa Bryant earned a Bachelor of Science degree in Business Economics from University of Maine. She currently sits on the board of Yarmouth Daycare Center, she continually involves herself in raising monies for the Cancer Community Center and is a volunteer for Girls Scouts of Maine Troop #11. Previously Vanessa co-founded a charitable event with proceeds donating to the Boys and Girls Club of Greater Portland, has volunteered Preble Chapel Child Care Center and was on the special events committee for the Sweester Foundation. Vanessa resides in North Yarmouth, Maine with her husband James M Bryant, and their two children.
Nichole (“Nikki”) M Yanok
A Maine native with roots in Brunswick and Harpswell, Nikki is passionate about working with endowments and foundations to pursue their missions. As a student at Colby College, she discovered an interest in financial markets on a small team managing a student-led portfolio. Her interest grew as she worked with the administration and Board of Trustees after becoming President of the Student Alumni Association and learned more about the college endowment and how it served the school and its students.
Nikki began her career as an intern for Senator Olympia Snowe in Washington D.C. and joined the George Washington University’s School of Business following graduation in 2012. In 2014, she joined Cambridge Associates in their Boston office to pursue her interest in endowment management and serve the institutions they consulted for. At Cambridge, Nikki was introduced to mission-related investing and became passionate about the intersection of financial markets and public service and being able to integrate portfolios to align with her client’s values. When the opportunity to return to Maine came up, it was an easy choice to make. Nikki now lives in Freeport and enjoys the easy access to outdoor activities like trail running, hiking, and getting to the beach as often as possible.
Kara L. K. Leopold
Kara comes to Harpswell Advisors from the corporate legal world. Kara worked at Cravath Swaine & Moore LLP in New York City in broad-based practice within general civil litigation, including antitrust, securities, contracts, trade secrets and other commercial matters. Kara then joined Nixon Peabody where she continued to work on a variety of federal and state matters. Prior to law school, Kara worked on Capitol Hill in Washington, DC.
Kara has a bachelor’s degree from Duke University and earned her J.D. at Columbia Law School. Born in San Diego and reared in Washington, DC, Kara finally came “home” to Maine in 2006. She serves as the Events Chair on the board of the Cape Elizabeth Education Foundation and is the Chair of the 2018 Cape Elizabeth Kitchen Tour to benefit the Foundation. Kara currently serves on the Education Committee for the Fort Williams Park Foundation, and previously helped spearhead fundraising efforts to create a Children’s Garden in Fort Williams. Kara is also a member of the Portland Symphony Orchestra’s Wine Dinner Committee and is active with the Portland Museum of Art’s Contemporaries Council.
Kara and her husband David have three children and live in Cape Elizabeth, Maine. Kara is a coach of Cape Elizabeth’s youth cross-country running program and also enjoys skiing, pilates and Portland’s rich music and cultural institutions.