Cary Baronian

Analyst-Equity bei

Heritage Wealth Advisors LLC

Finance

Consumer Services

Profil

Ms. Caroline Baronian, CFA, is a Managing Director of Investments at Heritage Wealth Advisors LLC.
She is a partner in the firm with a focus on investment research, defining Heritage’s financial market views, and positioning client portfolios.
Prior to joining Heritage in 2016 as a Senior Analyst, she worked at Morgan Stanley in New York, Spider Management Company, and Xenith Bank in Richmond, Virginia.
Ms. Baronian earned her B.S.
in Commerce from the University of Virginia with concentrations in Finance and Accounting from the University of Virginia.
She is a Chartered Financial Analyst (CFA).

Aktive Positionen von Cary Baronian

Unternehmen	Position	Beginn
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations.	Analyst-Equity	01.01.2016

Alle aktiven Positionen von Cary Baronian

Ehemalige bekannte Positionen von Cary Baronian

Unternehmen	Position	Ende
Xenith Bank Xenith Bank Regional BanksFinance Operates a state commercial bank	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	3
Xenith Bank Xenith Bank Regional BanksFinance Operates a state commercial bank	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations.	Finance