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Dale Korman

Senior Vice President at Harbor Capital Advisors, Inc.

Atlanta, GA , United States

About

Current search results confirm Dale Korman is a Senior Vice President, Regional Investment Consultant at Harbor Capital Advisors, Inc., responsible for new business development and relationship management with registered investment advisors, regional banks, broker-dealer advisors, family offices, and institutional consultants in Florida and Atlanta, Georgia. Results also detail his prior positions at Neuberger Berman, First Eagle Investment Management, and Sage Advisory, and his educational background at Penn State University with a concentration in Mathematics and honors in Finance. However, the search does not confirm his age, exact location beyond Atlanta, or the exact VP title versus Senior VP, nor does it identify significant industry awards or specific asset class focus. Therefore, the professional biography will be based on confirmed, cross-referenced facts only.

Career History

OrganizationRoleDate RangeDetails
Harbor Capital Advisors, Inc.Senior Vice PresidentSep 2021 to Present
Sage AdvisoryRegional DirectorMar 2020 to Aug 2021
Korman Wealth Management𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 𝗔𝗗𝗩𝗜𝗦𝗢𝗥 𝗥𝗘𝗣𝗥𝗘𝗦𝗘𝗡𝗧𝗔𝗧𝗜𝗩𝗘May 2019 to Mar 2020
First Eagle Investment Management𝗩𝗜𝗖𝗘 𝗣𝗥𝗘𝗦𝗜𝗗𝗘𝗡𝗧 𝗪𝗛𝗢𝗟𝗘𝗦𝗔𝗟𝗘𝗥Mar 2016 to May 2019
Neuberger Berman𝗦𝗘𝗡𝗜𝗢𝗥 𝗩𝗜𝗖𝗘 𝗣𝗥𝗘𝗦𝗜𝗗𝗘𝗡𝗧 𝗪𝗛𝗢𝗟𝗘𝗦𝗔𝗟𝗘𝗥Dec 2008 to Mar 2016
Neuberger Berman𝗛𝗬𝗕𝗥𝗜𝗗 𝗪𝗛𝗢𝗟𝗘𝗦𝗔𝗟𝗘𝗥Mar 2008 to Dec 2008
Neuberger Berman𝗜𝗡𝗧𝗘𝗥𝗡𝗔𝗟 𝗪𝗛𝗢𝗟𝗘𝗦𝗔𝗟𝗘𝗥Jun 2006 to Mar 2008
BlackrockAlternatives and Wealth Management AnalystJan 2006 to Jun 2006
Lord, Abbett & Co. LLCMarketing InternMay 2005 to Aug 2005

Education

Pennsylvania State University

Bachelor of Science (BS), Mathematics, with Honors in Finance, 3.83

2002 2005

Skills & Expertise

Certified Investment Management Analyst
Business Analysis
Microsoft Excel
Finance
Certified Investment
Wealth Management

Others at Harbor Capital Advisors, Inc. (25)

NameRoleLocation
C
Chase Bower
Senior Vice PresidentMalvern, PA , United States
Jeff Markarian
Jeff Markarian
Managing DirectorElmhurst, IL , United States
Joseph Shields
Joseph Shields
Vice President, Business Development ManagerChicago, IL , United States
L
Lindsey Houghton
Managing DirectorNJ , United States
S
Spenser Lerner
Managing Director, Head of Multi Asset SolutionsNew York, NY , United States
Stephen Cook
Stephen Cook
Managing DirectorNew York, NY , United States
A
Adam G.
Product Intelligence AnalystBoston, MA , United States
Alexandra Gill
Alexandra Gill
Business Development AnalystChicago, IL , United States
A
Alexandra Richardson
Vice President, Head of Client Engagement, Harbor Funds Distributors, IncBoston, MA , United States
A
Andrew Akwaah
Security AnalystChicago, IL , United States
Showing 1-10 of 25 team members

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