Harpswell’s LEadership
John P. Moore, CFA Managing Partner and Chief Investment Officer
Jack is a Chartered Financial Analyst with more than 25 years of finance experience and more than 20 years focused on institutional investing. Jack serves as Harpswell’s Chief Investment Officer and Strategist and takes the lead on many client relationships. Furthermore, Harpswell devotes considerable resources to manager selection and tactical positioning and Jack spearheads these efforts.
Prior to overseeing Harpswell’s oCIO advisory services, Jack successfully managed Harpswell Capital Management, a hedge fund with offices in Villanova, Pennsylvania and Portland, Maine. The hedge fund was dedicated to serving a global roster of well-regarded family offices and nonprofit institutions (including The Ontario Teacher’s Pension). 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 worked on Capitol Hill and 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. At LSE, Jack studied Labour Economics with a focus on Gender Discrimination in Corporate America: The Glass Ceiling.
A dedicated civic participant, Jack’s current and past Board roles include: the Good Will-Hinckley School (Chair), Portland Museum of Art, JDRF, and the United States Biathlon Foundation. Jack also has a history of working with several investment committees including the University of Maine System ($500MM+), Maine Medical Center ($1.5B+), and the Portland Museum of Art ($40 MM). Jack Chairs the PMA’s Investment Committee. Jack was also appointed by Maine’s Governor to serve on the Maine NextGen 529 Advisory Committee ($10B).
Jack lives in Yarmouth, Maine and is an avid hiker, photographer and angler
Vanessa Bryant, Vice President
Vanessa has over 20 years managing relationships, leading detailed orientated operations and building businesses infrastructure. Prior to joining Harpswell Advisors, Vanessa successfully owned and operated Invision Ink Promotions from 2004 to 2015, a marketing and advertising firm providing services to fortune 500 companies including TD Banknorth, Mechanics Savings Bank, Schering-Plough and Gillette. Prior to Invision Ink, Vanessa was Marketing Manager at the Saltwater Institute a non-profit started by the principles created by Tom Chappell (Owner of Tom’s of Maine).
Vanessa earned a Bachelor of Science degree in Business Economics from the 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. She has volunteered at Preble Chapel Child Care Center and was on the special events committee for the Sweetser Foundation.
Vanessa resides in North Yarmouth, Maine with her husband and their two children. Vanessa is a volunteer coach for the Cumberland-Greely youth soccer program and also enjoys time spent with her family, skiing, hiking and boating.
Claude R. Perrier, CPA
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.
Stephen Pawlak, Investment Analyst
Stephen comes to Harpswell with 7 years of investing experience. Previously, Stephen was an associate at TIAA, where he first worked on debt transactions, focusing specifically on high-yield credit, distressed debt investing, and restructuring of private notes. In his last few years at TIAA, Stephen focused on private equity investments in early-stage companies.
Stephen grew up in Massachusetts and attended Cornell University, where he majored in Hotel Administration with a minor in Real Estate. While at Cornell, Stephen was also a member of the varsity track and field team. He graduated in 2015.
Stephen lives in Portland, and enjoys snowboarding, surfing, and hiking.
Anne Fleming, Compliance Director
Anne grew up in Bridgton, Maine. She is a graduate of Bowdoin College, with a BS in Psychology, and Suffolk University Law School, where she earned her JD. Anne began her career at a small law-firm outside of Boston, before moving to New York City where she worked as an engagement manager for an innovative law firm. She and her husband moved back to Maine in 2009. Since being back in Maine, Anne has served as past-President of Village Nursery School in Yarmouth, is a member of the Portland Country Club Membership Committee, and was elected to the Yarmouth School Committee in 2016. She was elected Chair of the Yarmouth School Committee in 2018.
Anne lives in Yarmouth, Maine with her husband and three children. She enjoys skiing, reading, travel and spending time with her family.
Preston M. Noon, Marketing Director
Prior to joining the Team at Harpswell Advisors, Preston was based in New York City and worked in Advertising Operations at Newsweek, Nature Publishing Group, and the New York Times. Since he moved to Maine in 2016, Preston has worked as Operations Manager for the New England Nordic Skiing Association, as well at the U.S. Biathlon Association, (both 501(c)3 organizations)
Preston graduated from the University of Maine with a BA in English and minored in Art History. He received his masters degree in Interactive Telecommunications from NYU. He then went on to teach Digital Arts at Bennington College post grad and is currently a Lecturer at the University of Southern Maine. Preston lives in Freeport, with his wife and two children, where he volunteers on the Zoning Board of Appeals and is an active member in his community. As Marketing Director, Preston is responsible for making sure new clients are completely comfortable and have all their questions fully answered.