Harley Tobon is a Senior Associate of Business Development at Family Office Exchange (FOX). In this role, he is responsible for expanding FOX’s membership by introducing prospective families, family executives, and advisors. Harley evaluates the needs and priorities of potential members to guide them to the appropriate FOX membership, ensuring a smooth transition into the resource-rich and valuable strategic network of FOX.

Harley has built his career in the wealth management and finance sectors. He has experience in small-team wealth advising and institutional-based investment management, with a family enterprise strategy and succession planning background. Harley began his career in the insurance industry, focusing on protecting clients from overlooked exposures and risk mitigation.

Prior to joining FOX, Harley was an early employee at Facet Wealth, a FinTech Startup based in Baltimore, Maryland. He holds a Bachelor of Science in Consumer Economics with a concentration in Financial Planning from the University of Illinois at Urbana-Champaign and is a board-registered CFP® candidate.