Kaitlyn Kocuba is the Portfolio Manager at Heritage Wealth Advisors. She oversees all active investment portfolios, implements trades across the firm, and conducts client meetings to review our Investment Advisory services. She works as a member of the Investment Research team. Kaitlyn has a passion for finding innovative investment solutions for clients and loves helping our clients achieve their goals.
She is a graduate of Robert Morris University. She earned a Bachelor of Science in Business Administration, with a concentration in Economics and Finance. Kaitlyn holds her Series 7 & 66 securities licenses, and is currently a CFA Level 2 candidate.