Who we are

Fred is the Founder and Managing Director of Old Port Advisors and sets the firm’s strategic direction and guides its overall operations. Fred originally established the firm as Investment Management & Consulting Group in 1994. In addition to oversight, Fred actively works with clients and has primary responsibility for their overall financial planning and portfolio management. He also chairs our Investment Policy Committee where he oversees the firm’s portfolio management services.

Fred received his Bachelor of Science degree from Vassar College in Psychology and Political Science in 1978. He has actively served in the Financial Services profession for more than 40 years focusing on Family Counseling and Intergenerational Planning. Previously, Fred served in various roles with Commonwealth Equity Services, Prudential Securities and all the way back to his days at E.F. Hutton.

Within the professional community, he is a member of the Maine CFA Society, Maine Estate Planning Council, Maine Employee Benefit Council, and the Greater Portland Chamber of Commerce.

Fred volunteers and provides pro bono work for several organizations including The Children’s Dream Factory and The Live Poets’ Society. He has also served on a variety of cultural and community boards, including the Portland String Quartet, the Portland Symphony’s Ovation, Seventy-Five State Street, the Community Television Network, Opportunity Farm for Boys & Girls, Wayfinder Schools, and most recently as the Treasurer of Bay Chamber Concerts & Music School.

Fred was born in New York and is the only member of his family not to hail from Maine. He moved to Maine after completing his studies at Vassar and called it home since. Fred and his wife, Sylvia, reside in Portland, Maine and Columbus, Ohio. The have three grown sons, two daughters, three grandchildren, along with an extensive extended family.

Jason joined Old Port Advisors in 2012 as a Vice President and Portfolio Manager.  In his current role as Wealth Advisor, Jason works directly with individuals and employers.  For personal finance clients, he has primary responsibility for their overall financial planning and portfolio management.  In partnership with corporate clients, he designs, implements, and manages employer retirement accounts and provides plan participants guidance and education. Jason is a member of our Senior Management and leads our Investment Policy Committee.

Jason earned his Bachelor of Arts degree in Economics from the University of Maine, Farmington.  He brings over 25 years of industry experience, having begun his career in 1998 as a financial advisor at the regional firm of Legg Mason Wood Walker (now Morgan Stanley).   

Within the community, Jason has been involved on the Advisory Board of the University of Maine, Farmington, an educator with the Junior Achievement program, and former president of the Gorham Youth Basketball Association.  Most recently, he serves as Treasurer for the Gorham Ice Hockey Association. 

Jason is a Maine native, having grown up in the Bridgton/Naples Lakes Region and lives in Gorham with his wife Kristin and two children. In his free time, Jason enjoys mountain biking, skiing, golfing and whenever he can, spending time with family and friends at his favorite place on the lake.

Tracy joined Old Port Advisors in 2004 as the Director of Operations.  In his current role as Wealth Advisor, Tracy works directly with individuals and employers.  For personal finance clients, he has primary responsibility for their overall financial planning and portfolio management.  In partnership with corporate clients, he designs, implements, and manages employer retirement accounts and provides plan participants guidance and education. Tracy is a member of our Senior Management and Investment Policy Committee.

Tracy studied Business at Colorado State University and brings over 20 years of Financial Services experience.  Tracy started his career at American Express Financial Advisors as an Advisor Coach.

Outside the office, Tracy enjoys golf, and coaching his children’s various youth league teams.  Tracy, his wife Shawna, and their three children reside in Yarmouth.

Ben joined Old Port Advisors in 2010. In his current role as Wealth Advisor, Ben works directly with individuals and employers.  For personal finance clients, he has primary responsibility for their overall financial planning and portfolio management.  In partnership with corporate clients, he designs, implements, and manages employer retirement accounts and provides plan participants guidance and education. Ben is a member of our Senior Management and our Investment Policy Committee.

Ben earned a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Southern Maine. Prior to joining Old Port Advisors, Ben worked for Ameriprise Financial in Portland and brings over 20 years of experience in Financial Services.

Ben is a Maine native, having grown up in the town of Skowhegan. In his free time, Ben can be found playing ice hockey or outside introducing his children to Maine’s great outdoors. He and his wife, Heather have 2 children and reside in Durham, Maine.

Jake joined Old Port Advisors in 2019. In his current role as Wealth Advisor, Jake works directly with individuals and employers. For personal finance clients, he has primary responsibility for their overall financial planning and portfolio management. In partnership with corporate clients, he designs, implements, and manages employer retirement accounts and provides plan participants guidance and education. Jake is a member of our Senior Management and our Investment Policy Committee.

Jake earned a Bachelor of Arts from the University of Maine at Machias and completed his CFP® Board education requirement through Bryan University. Jake is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to Old Port Advisors, Jake served in a variety of roles at Horace Mann Investors and HD Vest bringing over 10 years of Financial Services experience.

Originally from Massachusetts, Jake now resides in Old Orchard Beach with his wife Isabel and their two children. In his free time, he enjoys an active lifestyle, participating in road races throughout the state, playing golf, and traveling to visit family.

Terry joined Old Port Advisors in December of 2005 as a Portfolio Manager. In his current role as Wealth Advisor, he has primary responsibility for his clients’ overall financial planning and portfolio management.

Terry earned a Bachelor of Arts in Political Science from Lafayette College. He has been in the Financial Services profession for over 40 years and brings a wealth of experience. 

Prior to joining Old Port Advisors, Terry was Managing Director of Westport Capital Markets, managing their Portland office after relocating to Maine in 2000. He has previously served as an Officer at a New York Stock Exchange member firm and Senior Trader on Wall Street. He has also been a frequent contributor to newspapers covering a variety of investment topics.

Terry holds the Certified Divorce Financial Analyst (CDFA^®) designation and provides court-approved investment and financial advice to people going through divorce. The role of a CDFA^® professional is to address the special financial issues of divorce to help achieve equitable settlements.

After many years of parenting four boys, Terry and his wife, Jennifer are officially “empty nesters” and now share their Portland home with two small dogs. Terry also serves on the board of Preble Street Resource Center.

Larry joined Old Port Advisors as a Portfolio Manager Associate in 2009. In his current Role as Wealth Advisor, he heads our Old Town/Bangor office and has primary responsibility for his clients’ overall financial planning and portfolio management.

Larry holds the Chartered Life Underwriter (CLU^®) and Chartered Financial Consultant (ChFC^®) designations conferred by the American College of Financial Services. Having begun his career in 1983 as an advisor for Pruco Securities, he ultimately became the owner and Managing Director of Northern New England Financial Services from 1997 to 2008. He also previously owned a Property & Casualty insurance business in Old Town.

Larry and his wife, Michele, currently reside in Bangor. In their free time they enjoy spending it at the lake and visiting their children and grandchildren.

Chip joined Old Port Advisors in 2016 as a Portfolio Manager. In his current role as Wealth Advisor, he has primary responsibility for his clients’ overall financial planning and portfolio management. Chip also serves on our Investment Policy Committee.

Chip earned a Bachelor of Science in Finance from Excelsior College and holds the Chartered Retirement Planning Counselor (CRPC^®) designation conferred by the College for Financial Planning. He has spent over 25 years in the Financial Services profession including prior positions with Ameriprise and Merrill Lynch. Prior to this, Chip had a career in the US Navy’s Submarine Service.

Chip and his wife, Debbie, reside in Lebanon, Maine. They have two grown children but now share their empty nest with their Dutch Shepard Izzy, a retired French Ringsport participant, and their Miniature Schnauzer, Abby, the queen of the house!

Erica joined Old Port Advisors in 2016 and currently serves as Client Service Manager. In this role, she leads the client service team, overseeing the seamless onboarding process and the ongoing management of client accounts. She works closely with clients and advisors, focusing on account administration and consistently delivering an exceptional client experience.

With nearly 20 years of financial services experience, Erica brings extensive expertise in client service and relationship management. Her previous roles at Morgan Stanley and Merrill Lynch allowed her to develop and refine her skills in supporting clients’ financial goals and managing complex account needs.

A Maine native, Erica grew up in Cumberland and now resides in Scarborough with her two sons - one a student-athlete at Scarborough High School and the other attending SMCC. She is also an active member of the Scarborough High School Sports Boosters, reflecting her dedication to her community.

Carrie joined Old Port Advisors as our Client Relationship Associate in 2023. She works with clients and advisors in implementing and maintaining accounts in addition to planning and related areas. She also provides administrative support to our Wealth Management Team.

Carrie holds a Bachelor of Science in Rehabilitation Services from the University of Maine and brings over 20 years' experience in client relations, staff management and event planning. Outside the office, Carrie serves as Treasurer of the Road 6 Civic Association.

Mindy Schwartz joined Old Port Advisors in May 2024 as a Client Relationship Associate. In this role she works with advisors in the implementation and maintenance of accounts, as well as planning and related areas.

Mindy earned a Bachelor of Science in Natural Resource Development from Michigan State University. She brings over 30 years of experience in a wide array of fields, most recently, as a Financial Service Representative with TD Bank.

Outside the office, Mindy enjoys gardening, reading, hiking, building things, volunteering, and participating in local government by serving on town commissions. Mindy and her wife, Karen, reside in Windham.

Danielle Lamey is a Client Support Specialist at Old Port Advisors, supporting clients and advisors since September 2025. She brings over 20 years of experience in client-facing and operational roles across financial services, retirement, tax, and professional services firms.

Prior to Old Port Advisors, Danielle worked with organizations including Vigilant Wealth Management, Guideline, Merrill Lynch, Eaton Vance and Tucker Anthony where she supported client onboarding, account servicing, and relationship management. She is known for her detail-oriented, responsive, and client-centered approach.

Danielle holds a Bachelor of Science from East Carolina University. Outside of work, she enjoys cheering on her kids at sporting events, walking her Golden Retriever, staying active, volunteering at school, and getting lost in a good psychological thriller.