Bob Weisse

Bob Weisse

Chief Investment Officer at Heritage Financial Services LLC

100 connections

Finance

Consumer Services

Bob Weisse active positions

Companies	Position	Start	End
Heritage Financial Services LLC Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.	Chief Investment Officer	2004-07-31	-
	Portfolio Manager-Equities	2004-07-31	-
	Head of Private Banking	2004-07-31	-

Career history of Bob Weisse

Training of Bob Weisse

Babson College

Undergraduate Degree

Statistics

International

United States

3

Operational

Chief Investment Officer	1
Portfolio Manager-Equities	1
Head of Private Banking	1

Sectoral

Finance	2
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Linked companies

Private companies

1

Finance

See company connections

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