Betsy B. Brennen, CFP®, AIF® , CDFA®
Principal, Financial Planning & Family Office Services
Betsy has held various sales, marketing, and management positions in the financial services industry for over 30 years. In her 15-year tenure with Deutsche Bank (formerly Alex. Brown & Sons, Inc.) she had a number of responsibilities including insurance, annuity, and mutual fund sales, and she served as Head of Marketing. By 2004, Betsy was Managing Director and Head of Professional Development for Deutsche Bank Private Wealth Management US. In June 2009, Betsy and former colleagues from Alex. Brown & Sons, Inc. founded Harbor Investment Advisory, LLC, a full-service broker-dealer, and registered investment advisory firm. She retired from Harbor in 2019 and in 2021, Betsy joined A.G. Campbell Advisory as head of the firm’s financial planning and family office practice. Betsy holds the Certified Financial Planner ™ and Accredited Investment Fiduciary® designations, and she has held several securities licenses including the Series 6, 7, 22, 24, 53, 63, 79, and 99. In 2004, Betsy completed the Securities Industry Institute at Wharton, University of Pennsylvania. Betsy was a member and Chair of the FINRA Small Firm Advisory Board from 2013 to 2016. She currently serves on the Hood College Board of Trustees, is former Chair of the Finance Committee, and is currently Chair of the Investment Committee.