Sharon Porter

Senior Portfolio Operations Associate

Sharon works closely with the Investment Advisory and Client Service teams to recommend investment solutions, monitor portfolios, and assist with the rebalancing and trading of clients’ portfolios.

Prior to joining Heritage, Sharon worked in the Trade Processing Security Master Group and International Dividends Department with Wells Fargo Advisors and has over 20 years of experience.

Sharon attended ECPI University, becoming certified in Office Technology. She has also attended the University of Richmond and is continuing her education through courses at Henrico County Adult Education. She is a Notary Public.

Sharon is an active volunteer with her church and manages her community garden. She also enjoys baking and traveling.

She resides in Virginia with her husband, Lee, daughter, and dog, Blue.