Kaitlyn Kocuba

Trading & Portfolio Operations Associate

Kaitlyn Kocuba is a Trading & Portfolio Operations Associate with Heritage Wealth Advisors. She prepares investment proposals for prospective clients, monitors active portfolios, and implements trades across the firm. She also works alongside the Investment Research team.

Prior to joining the firm, Kaitlyn worked as a Portfolio Analyst and Trader in the Pittsburgh area. She developed a passion for finding innovative investment solutions for clients. She holds her Series 7 & 66 securities licenses.

Kaitlyn is a graduate of Robert Morris University. She earned a Bachelor of Science in Business Administration, with a concentration in Economics and Finance. During her time in university, she worked as a Research Assistant studying Pennsylvania’s split-rate property tax policy.