Advisor move
Harvest team
Harvest Investment Consultants → Verdence Capital Advisors
What changed
Joined Verdence as Managing Director, Private Wealth Advisor along with the rest of the Harvest team after the transaction closed Sept. 18; Harvest had $564M AUM as of June 30.
- Reported / discovered
- Sep 29, 2026
- Effective
- Not reported
- New role
- Managing Director, Private Wealth Advisor
- Previous role
- Not reported
- Market
- Hunt Valley, MD
- Reported book
- $564M
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
Wealth Solutions Report ↗Sep 29, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 7, 2026Source evidence reconciled