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Michael Waldron

Director of Portfolio Management. Partner. Investment Committee Member. at Heritage Financial Services

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Crafts and executes investment strategies. Oversees asset allocation and manager selection. Communicates results. CORE COMPETENCIES LEADERSHIP · strategic planning · setting department ...

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HERITAGE FINANCIAL SERVICES

HERITAGE FINANCIAL SERVICES

  • description Description
    Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to af...

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  • Employees count Employees 11-50
  • Revenue Revenue 50 Million to 100 Million
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Heritage Financial Services Org Chart and Mapping

Employees

Lori Vacaro

Client Services Associate

Michael Waldron

Director of Portfolio Management. Partner. Investment Committee Member.

Cfp® Matthew Simoni

Director of Financial Planning

Kristin Castner

Chief Business Development Officer

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