Kaitlyn oversees all active investment portfolios and leads the teams responsible for portfolio implementation, trading, and operations. She works directly with clients to review their full investment picture and collaborates closely with Heritage’s Investment Research Team to construct and audit both public and private portfolios. Her role bridges strategy and execution, ensuring clients’ portfolios are managed with precision, discipline, and alignment to their long-term objectives.

Prior to joining Heritage, Kaitlyn worked for Hefren-Tillotson on the Investment Advisory Team, where she focused on specialized trading and portfolio management. She graduated from Robert Morris University with a Bachelor of Science in Business Administration, concentrating in Economics and Finance.

Kaitlyn holds her Series 66 securities license and is an active member of the CFA Society of Pittsburgh, as well as the Sustaining Circle of the Lindsay Community Theater.

She lives in the Pittsburgh area with her husband and son.