Matthew Osten

Investment Associate

Matt is an Investment Associate at Heritage Wealth Advisors. He is a member of the investment advisory team, focusing in the areas of manager due diligence, security analysis, and asset class research, as well as providing general investment support. He also collaborates with the client service team to assist with managing client portfolios.

Matt earned his Bachelor of Science in Business Administration with a concentration in Finance and a minor in Accounting from North Carolina State University. While attending NCSU, Matt held internships at Heritage, gaining valuable experience in the industry.