Cary is a partner in the firm with a focus on investment research, defining Heritage’s financial market views, and positioning client portfolios.

Prior to joining Heritage in 2016 as a Senior Analyst, Cary worked at Morgan Stanley in New York, Spider Management Company, and Xenith Bank in Richmond, Virginia.

Cary earned her B.S. in Commerce from the University of Virginia with concentrations in Finance and Accounting from the University of Virginia. She is a Chartered Financial Analyst (CFA®).

She is a member of the Investment Advisory Board, Children’s Hospital of Richmond at VCU (CHoR), and the Board of Directors for The First Tee of Greater Richmond. She is also an active member of the Estate Planning Council of Richmond and Leadership Advisory Council, CFA Society of Virginia.

In her free time, she enjoys playing golf and cheering on the UVA basketball team.