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Cary Baronian - Heritage Wealth Advisors

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.

By Heritage Wealth Advisors
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Heritage Wealth Advisors is an SEC-registered investment advisor. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Heritage. Heritage is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Heritage’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at heritagewealth.net. Copyright ©️ 2023 Heritage Wealth Advisors, all rights reserved.

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