Cary Baronian, CFA, Research Manager
We are pleased to announce a promotion at Heritage: Cary Baronian has been named Research Manager
As Research Manager and a member of the Investment Policy Committee, Cary provides ongoing research of macroeconomic risks to assist in tactical asset allocation decisions and risk management for client portfolios. Cary oversees the process of investment selections and ongoing due diligence as well as general investment support. Cary joined the Firm in 2016 and has seven years of industry experience. She is a graduate of University of Virginia, a CFA ® Charterholder, and member of the CFA Society of Virginia. She serves on the Leadership Advisory Board of the First Tee of Greater Richmond.
Heritage recognizes the contributions Cary has made to the team. Please join us in congratulating her.