Aaron Zitalone

Portfolio Analyst

Aaron assists with trade implementation and monitoring and rebalancing client portfolios. He also manages capital calls and supports proposal preparation.

Prior to joining Heritage, Aaron worked as a financial advisor. He earned his B.S. in Business Administration with a major in finance from Slippery Rock University. Aaron holds the Series 66 securities license and is working towards the Chartered Financial Analyst (CFA®) designation.

Aaron lives in Pittsburgh, PA, with his wife, Nicole, and dogs, Sophie and CiCi. He enjoys listening to podcasts and playing fantasy football.