Client-centered financial guidance

Executive Profiles

Michael R. Preston, CFP®

Partner
mpreston@newharborfinancial.com

Mike is a founding principal of New Harbor Financial Group. Prior to forming New Harbor, he was a Financial Advisor with UBS Financial Services (formerly PaineWebber) . Mike is a Certified Financial Planner™ professional. Prior to becoming a financial advisor, Mike worked as a chemical engineer. He holds a master’s degree in business from Bryant College and a bachelor’s degree in chemical engineering from Worcester Polytechnic Institute.

Mike lives in Holden, MA, with his wife Beth and their four children, Ben, Seth, Kate, and Noah. Mike likes to spend his free time with his family and pursuing his interest in photography.

 

John C. Llodra, CFP®

Partner
jllodra@newharborfinancial.com

John is a founding principal of New Harbor Financial Group and a Certified Financial Planner™ professional.  Prior to forming New Harbor, John worked as a Financial Advisor with UBS Financial Services, and prior to that, as an Executive Director for a business unit of UBS Investment Bank. John also spent several years as a management consultant to corporate clients in the energy industry.

John received a Bachelor of Science degree in operations research & engineering, with distinction, from Cornell University.

John and his wife Grace reside in Groton, MA, with their two sons, Jacob and Luke. During his free time, he coaches his sons’ youth sports teams, enjoys fishing, and is an avid mountain biker. Additionally, John serves on the board of directors of Habitat for Humanity-North Central MA .

 

William R. Cole, CFP®

Investment Advisor
bcole@newharborfinancial.com

Bill started his career in financial services in 1980 with PaineWebber in Boston and attained the certification of Certified Financial Planner™ in 1986. After 25 years with PaineWebber and its successor, UBS Financial Services, Bill joined New Harbor Financial Group at its inception in January 2005 . Bill is an honors graduate of Harvard College, with degrees in psychology and statistics.

Bill lives in Hardwick, MA, with his wife Chris, daughter Jackie, donkey Mabel and dachshund Lola. Bill is involved in many community, church and volunteer activities and enjoys music, hiking, travel, laughter and good wine.

 

Christine Drisco

Vice President, Operations & Compliance
cdrisco@newharborfinancial.com

Christine has served as the Operations and Service Manager at New Harbor Financial Group since its inception. Before New Harbor, Christine spent six years as a Sales Assistant at UBS Financial Services and two years at Merrill Lynch.

Christine holds a master’s degree in business from Nichols College and a bachelor’s degree in business management from Westfield State College.

Christine lives in Charlton, MA, with her husband Jason, their daughter Ayla, and her niece, Jessica. In her free time, Christine enjoys cooking, photography and spending time with family and friends.