Cary is a Partner at Heritage, where she plays a key leadership role in shaping the firm’s investment philosophy and advises many of its largest and most complex client relationships, including multi-generational families and family offices.

Cary is a thoughtful leader who combines technical expertise, analytical rigor, and genuine client connection. She distills complex investment concepts into clear, actionable insights that help clients make confident decisions. Her approachable style and deep understanding of client goals have earned lasting trust and enduring relationships.

She is dedicated to developing talent across the advisory team and has mentored numerous professionals from the earliest stages of their careers toward growth and advancement.

Before joining Heritage in 2015, Cary held roles at Morgan Stanley in New York, Spider Management Company, and Xenith Bank. She is a Chartered Financial Analyst (CFA®) and holds a B.S. in Commerce from the University of Virginia with concentrations in Finance and Accounting.

Cary serves as Vice President of the Investment Advisory Board for the Children’s Hospital of Richmond, the Foundation Board of the Science Museum of Virginia, the Board of Directors for the First Tee of Greater Richmond. She is also an active member of the CFA Society of Virginia and the Richmond Estate Planning Council.

Outside the office, Cary enjoys playing golf, riding her bike, and cheering on UVA basketball.