The information contained in this document is for background purposes only, does not purport to be full or complete, does not constitute investment advice and may not be relied on. In particular, strategies have been and will continue to be adjusted, modified, developed, added and/or removed, and there can be no assurance that the Fund will in the future exhibit the same target risk allocations or other characteristics noted herein. On the contrary, these characteristics will change in the future, perhaps materially. No prospective investor should invest based on the information contained herein.
Harmony Capital Advisors was founded in 2021 by Robin Wehbé, CFA, CMT, as an independent specialty investment boutique. Harmony seeks to be a partner to larger organizations working to improve their own behaviors and product offerings.
As a thought leader in sustainability, we focus on positive impact, environmental health, and social well-being.
Robin Wehbé, CFA, CMT is Founder and Chief Investment Officer of Harmony Capital Advisors and the Portfolio Manager for the 3D Impact strategy. Prior to launching Harmony in early 2021, Robin was a Managing Director and a Lead Portfolio Manager for BNY Mellon where he headed the firm’s Natural Resources team for 14 years. Under his leadership the Global Natural Resource strategy grew from a $1.5 million seed investment to a $1.2 billion investment strategy serving both retail and institutional clients. Robin was also a pioneer in BNY Mellon’s ESG and Sustainability efforts to elevate research, engage with investment opportunities, and develop thematic products.
In addition to his investment management work, Robin is an active volunteer in the community particularly for the North End Music and Performing Arts Center, a community music school and performing arts center empowering greater-Boston artists of all ages and abilities, for which he is Treasurer and a board member. His family owns and operates Common Roots, a Cafe & Yoga Wellness studio which allows him to combine his passion for investing, sustainability, and personal health. Robin and his wife have three children and reside on the New Hampshire Seacoast.
Robin earned his BS from Lehigh University, MBA and MSF from Boston College, and is a CFA and CMT charterholder.
Founder, Chief Investment Officer
A local team of dedicated investment management specialists.
