Joel Harris, CFA

Managing Director, Research Analyst, Portfolio Manager

Contact Joel:

Portland Office
One Portland Square, 5th Floor, Union Street
Portland, ME 04101
207-518-6260  |

Years of Experience:



H.M. Payson since 1995
Fleet Securities
Tucker Anthony & R. L. Day
Fidelity Investments


Maine CFA Society (president, 1999-2000)


Colby College, B.A. 1981

Giving back

Greater Portland Landmarks trustee
Cancer Community Center trustee
MSAD 51 Facilities Planning Committees
Cumberland/North Yarmouth youth sports (coaching, boosters)

Off the clock

Over the last ten years I’ve poured countless hours into achieving mediocrity as a golfer, and enjoy the challenge and camaraderie.  Tennis, fishing, guitar and a good book (especially historical fiction) are among other interests.  With three grown children, my wife and look forward to more travel!

What’s the most creative aspect of your job?

I seem to have a knack for distilling complex investment and market information into digestible terms that clients can relate to. It’s a challenge I enjoy, and they seem to appreciate it.

What’s your best day of work like?

My best day at work is when a client takes the time to thank me (or the firm) for our services. Perfection is elusive in this business, and results – in the short run – don’t always meet our expectations. When a client says “thank you for what you have done for our family”, that means a lot.

Portland: 207.772.3761
Damariscotta: 207.563.1854
Established 1854
An Integrated Financial Advisor