John P. ("Jack") Moore, CFA, Managing Partner and Founder
Jack is a Chartered Financial Analyst with more than 20 years of finance experience and more than 15 years focused on relative value investing. Most recently, from 2006 to 2012, Jack successfully managed Harpswell Capital Management, a long-short hedge fund with offices in Villanova, Pennsylvania and Portland, Maine. Prior to that, he was a Principal with The Vanguard Group where he was a Senior Analyst working directly for several of Vanguard’s funds and participated in the Chairman’s senior strategy efforts. Prior to joining Vanguard, Jack was a Vice President and Portfolio Manager with Bryn Mawr Capital (a hedge fund) overseeing all of the firm’s investments in energy and basic materials. Prior to Bryn Mawr, Jack served as a fixed income Analyst at MetLife.
Prior to his career in investment management, Jack served as a Financial Expert for the Federal Energy Regulatory Commission where he would testify in Federal proceedings on issues relating to investments in and the finances of utilities. Jack also served as the Press Assistant to the U.S. Senate Majority Leader George J. Mitchell.
Jack holds a Bachelor of Arts degree from Hobart College and earned his Master’s of Science degree from the London School of Economics.
A dedicated civic participant, Jack serves in Board capacities for the Good Will-Hinckley School (previous Chair), Portland Museum of Art and the United States Biathlon Foundation. Jack also serves on the investment committees of the University of Maine System ($500MM), Maine Medical Center ($1B), and the Portland Museum of Art ($35 MM). Jack was also appointed by Maine’s Governor to serve on the Maine NextGen 529 Advisory Committee ($10B). Jack lives in Yarmouth with his wife Alison, and their three boys.
Vanessa Bryant, Vice President
Vanessa has over 20 years managing relationships, leading detailed orientated operations and building businesses infrastructure. Prior to joining Harpswell Advisors, Vanessa successfully owned and operated Invision Ink Promotions from 2004 to 2015, a marketing and advertising firm providing services to fortune 500 companies including TD Banknorth, Mechanics Savings Bank, Schering-Plough and Gillette. Prior to Invision Ink, Vanessa was Marketing Manager at the Saltwater Institute a non-profit started by the principles created by Tom Chappell (Owner of Tom’s of Maine).
Vanessa earned a Bachelor of Science degree in Business Economics from the University of Maine. She currently sits on the board of Yarmouth Daycare Center, she continually involves herself in raising monies for the Cancer Community Center and is a volunteer for Girls Scouts of Maine Troop #11. Previously Vanessa co-founded a charitable event with proceeds donating to the Boys and Girls Club of Greater Portland. She has volunteered at Preble Chapel Child Care Center and was on the special events committee for the Sweetser Foundation.
Vanessa resides in North Yarmouth, Maine with her husband and their two children. Vanessa is a volunteer coach for the Cumberland-Greely youth soccer program and also enjoys time spent with her family, skiing, hiking and boating.
Kara L. K. Leopold, Director of Communications and Compliance
Kara comes to Harpswell Advisors from the corporate legal world. Kara worked at Cravath Swaine & Moore LLP in New York City in broad-based practice within general civil litigation, including antitrust, securities, contracts, trade secrets and other commercial matters. Kara then joined Nixon Peabody where she continued to work on a variety of federal and state matters. Prior to law school, Kara worked on Capitol Hill in Washington, DC.
Kara has a bachelor’s degree from Duke University and earned her J.D. at Columbia Law School. Born in San Diego and reared in Washington, DC, Kara finally came “home” to Maine in 2006. She serves as the Secretary and the Events Chair of the Cape Elizabeth Education Foundation and was the Chair of the 2018 Cape Elizabeth Kitchen Tour to benefit the Foundation. Kara currently serves on the Education Committee for the Friends of Fort Williams Park (formerly known as the Fort Williams Park Foundation), previously served on its Board and helped spearhead fundraising efforts to create a Children’s Garden in Fort Williams Park. Kara is also active with the Portland Symphony Orchestra (having served on its Wine Dinner Committee) and the Portland Museum of Art’s Contemporaries.
Kara and her husband have three children and live in Cape Elizabeth. Kara is a coach with Cape Elizabeth’s youth cross-country running program and also enjoys skiing, pilates and Portland’s rich music and cultural institutions.
Claude R. Perrier, CPA
Claude brings over 25 years of experience in the financial services industry including roles as the CIO of a $5B pension and wealth advisor serving families with $100MM-$700MM in investable assets.
Claude works with clients with a focus on developing integrated investment solutions. He specializes in the development and implementation of investment policies and brings considerable expertise in asset allocations and the evaluation and selection of investment managers and funds.
Prior to joining Harpswell, Claude was a Director of Advisory Services at CTC | myCFO which served over 300 institutions and families across the United States and internationally, advising or managing more than $41 billion in assets. Claude joined the organization in 2004 and took early retirement in 2015.
Prior to joining CTC, Claude was a consultant and co-managed the investment manager research and hedge fund departments at Greycourt & Co. He was also a partner with New England Pension Consultants (NEPC), focusing on investment asset allocations and alternative investments. At NEPC, Claude was the director of research for alternative investments and he was also a Partner. Previously, Claude was the Executive Director of the Maine State Retirement System where he supervised all investment and administrative activities for the $5.5 billion fund.
Claude earned his B.B.S. from Rutgers University and his M.B.A. from the Lubin School of Business at Pace University.
Claude resides in North Yarmouth with his family and enjoys boating, rock climbing and time spent with his family on Vinalhaven Island.
Nichole (Nikki) Yanok, Investment Analyst
Nichole is a native Mainer with roots in Brunswick and Harpswell. Prior to joining the firm, Nichole worked for Cambridge Associates in their Boston office and pursued her interest in endowment management. At Cambridge Associates, Nichole was introduced to mission-related investing and became passionate about the intersection of financial markets with public service and being able to integrate portfolios to align with her client’s values.
Nichole began her career as an intern for Senator Olympia Snowe in Washington D.C., including spending a semester during college in Senator Snowe’s office. After her graduation from Colby College, Nichole worked for the George Washington University School of Business. Nichole earned a Bachelor of Arts degree in Government while at Colby and is active in the alumni community. She is the former President of the Student Alumni Association and is passionate about working with first-generation college students, like herself.
Nichole resides in Freeport with her fiancé and enjoys trail running, teaching yoga and working with first-generation college students in Maine.