M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Douglas Moffitt

Managing Director
Harbor View Advisors
United States
LinkedIn profile link

Bio

Douglas Moffitt is the Managing Director at Harbor View Advisors, a position he has held since January 2021. Based in Ponte Vedra Beach, Florida, Douglas brings extensive experience in wealth management and advisory roles.

Prior to joining Harbor View Advisors, he served as Chief Advisory & Development Officer at Savant Wealth Management from July 2018 to August 2020. He also held the role of Executive Vice President, Director of Wealth Management at Gibraltar Private Bank & Trust from July 2017 to May 2018.

Douglas's earlier career includes a significant tenure at US Trust as Managing Director, Market Investment Executive from May 2013 to October 2016, and as Vice President at Geneve Corporation from October 2006 to May 2013.

Douglas Moffitt's extensive background in financial services and leadership roles underscores his expertise in the investment banking sector.

Tags

Wealth Management
Financial Services
Investment Banking
Advisory Services
Private Banking

Experience

Harbor View Advisors
Managing Director
2021-01-01
Savant Wealth Management
Chief Advisory & Development Officer
2018-07-01
2020-08-01

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