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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).
Postes actifs de Cary Baronian
| Sociétés | Poste | Début |
|---|---|---|
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 |
Anciens postes connus de Cary Baronian
| Sociétés | Poste | Fin |
|---|---|---|
Xenith Bank
 Xenith Bank Regional BanksFinance Operates a state commercial bank | Corporate Officer/Principal | - |
Formation de Cary Baronian
Expériences
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Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
