Lonnie is an Investment Adviser Representative with Good Harbor Advisors. With more than ten years of experience in the financial industry, he specializes in portfolio management, investment research, and trading.
Prior to joining the GHA team in 2013, Lonnie worked in institutional client service with Brown Brothers Harriman. With a desire to work more closely with clients and help them with their investment needs, he became an independent advisor and joined Good Harbor Advisors, overseeing investment operations, financial planning, and client service.
He holds FINRA Series 7, 63, 65, and 66, and received a Bachelor of Arts degree from the University of Massachusetts Amherst.
Outside of the office, Lonnie is an avid golfer. He also stays active playing beach volleyball and hiking throughout New England.