About
Henry Habgood is Vice President at Washburn Capital Management, Inc., based in Vero Beach, Florida, where he plays a key leadership role in providing investment advisory services to the firm's clients. He is responsible for portfolio management, client relationship management, and the formulation of personalized investment strategies, ensuring clients' portfolios are tailored to their unique objectives and risk profiles.
Habgood brings over 16 years of industry experience, with a background that includes senior positions at APH, Coastal Bridge Advisors, Hillview Capital Advisors, Brown Advisory, and Highmount Capital. His expertise spans asset allocation, portfolio construction, and holistic wealth management, with a particular focus on equities, fixed income, and alternative investments.
He holds a B.A. in Economics from Trinity College-Hartford and is registered with the SEC, maintaining a Series 65 license qualifying him as an investment adviser representative. Noted for his client-centered approach and broad exposure across asset classes, Habgood has contributed to building long-term investment solutions for high-net-worth individuals and families.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| WASHBURN CAPITAL MANAGEMENT INC. | Vice President | Jun 2023 to Present | — |
| APH | Manager | Jul 2021 to Jun 2023 | — |
| Coastal Bridge Advisors | Director of Advisory Services | Aug 2019 to Jun 2021 | — |
| Hillview Capital Advisors, LLC | Vice President, Wealth Advisor | Dec 2017 to Jul 2019 | — |
| Brown Advisory | PA and APM | Jun 2015 to Dec 2017 | Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice and the highest level of service with principal offices i... |
| Highmount Capital | Associate Director | Jan 2012 to Jun 2015 | — |
| Highmount Capital | Associate | Aug 2009 to Dec 2011 | — |
Education
Trinity College-Hartford
B.A., Economics
2005 — 2009