Bob Weisse
Chief Investment Officer at Heritage Financial Services LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Sammy Azzouz | M | - |
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. | 11 years |
| Michael R. Waldron | M | - |
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. | 10 years |
| Chuck Bean | M | - |
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. | 29 years |
| Andréane Bolduc | F | - |
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. | 6 years |
| Eric Johnson | M | 73 |
Babson College
| 20 years |
| Lawrence Jean Ring | M | 75 |
Babson College
| 24 years |
| Jim Scally | M | - |
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. | 27 years |
| Matt Simoni | M | - |
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. | 18 years |
| Matt Carron | M | - |
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. | 17 years |
| Sunil Wahal | M | - |
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. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rick Pszenny | M | - |
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. | 2 years |
| Mike McIntosh | M | - |
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. | - |
| Ali Shawki Ali Youssef Fakhro | M | 45 |
Babson College
| 6 years |
| Matthew J. Ahern | M | - |
Babson College
| 3 years |
| Sang-Bong Lee | M | 47 |
Babson College
| 4 years |
| Viraj Gandhi | M | - |
Babson College
| 4 years |
| Stacey Sicard | F | - |
Babson College
| 4 years |
| Ron Levine | M | - |
Babson College
| 4 years |
| Jason Alec Aronson | M | - |
Babson College
| 4 years |
| Kyle Ramm | M | - |
Babson College
| 4 years |
| Shanaz N. Diefendorf | F | - |
Babson College
| 2 years |
| Judy S. May | F | - |
Babson College
| 2 years |
| Ellen E. Sova | F | - |
Babson College
| 2 years |
| Adam Cahill | M | - |
Babson College
| 3 years |
| Albert Azout | M | - |
Babson College
| 3 years |
| Andrea LaSala Snyder | F | - |
Babson College
| 2 years |
| Sandeep Seth | M | - |
Babson College
| 4 years |
| Abigail Djojonegoro | F | 44 |
Babson College
| 4 years |
| Sara Loud | F | - |
Babson College
| 2 years |
| Nadeem Iqbal Kassam | M | - |
Babson College
| 4 years |
| Amritesh Jatia | M | 38 |
Babson College
| 4 years |
| Jonathan Berg | M | - |
Babson College
| 4 years |
| Rahul Arora | M | - |
Babson College
| 4 years |
| Priya Parrish | F | - |
Babson College
| 4 years |
| Peter Apostolides | M | - |
Babson College
| 4 years |
| Saket Puri | M | - |
Babson College
| 4 years |
| Dave Blanchard | M | - |
Babson College
| 4 years |
| Antonette Ho | F | - |
Babson College
| 3 years |
| Deborah Nicole Goodman | F | - |
Babson College
| 3 years |
| Paul Petronello | M | - |
Babson College
| 4 years |
| Giulio Filippo Bolaffi | M | 50 |
Babson College
| 2 years |
| Mehmet Emir Tayman | M | - |
Babson College
| 4 years |
| Anthony M. Romano | M | - |
Babson College
| 4 years |
| Allan Boruchowicz | M | - |
Babson College
| 4 years |
| Mike L. Yeomans | M | - |
Babson College
| 4 years |
| Michael Maka | M | - |
Babson College
| 4 years |
| Lih Chen Min | M | 38 |
Babson College
| 4 years |
| Timothy Howe | M | - |
Babson College
| 4 years |
| Matthew Gosselin | M | - |
Babson College
| 4 years |
| Sherif El Halwagy | M | - |
Babson College
| 3 years |
| Christopher Kile | M | - |
Babson College
| 3 years |
| Tamás Erdos | M | - |
Babson College
| 4 years |
| Reggie Johnson | M | - |
Babson College
| 4 years |
| Geoff Gilton | M | - |
Babson College
| 4 years |
| Bill W. Hurley | M | - |
Babson College
| 3 years |
| David J. Arslanian | M | 46 |
Babson College
| 2 years |
| Devang Shah | M | - |
Babson College
| 2 years |
| Reid T. Halloran | M | 41 |
Babson College
| 4 years |
| Polly Sung | F | - |
Babson College
| 4 years |
| Fergal Jackson | M | - |
Babson College
| 2 years |
| Brian J. Sokolowski | M | - |
Babson College
| 2 years |
| Matthew Walsh | M | - |
Babson College
| 4 years |
| Jessica B. Reed | F | - |
Babson College
| 4 years |
| Brian Joseph Powers | M | - |
Babson College
| 4 years |
| Cara Madill | F | - |
Babson College
| 4 years |
| Amit Dayal | M | - |
Babson College
| 2 years |
| Roy S. MacDowell | M | - |
Babson College
| 4 years |
| Robert W. Carroll | M | - |
Babson College
| 4 years |
| John Huffard | M | 56 |
Babson College
| 2 years |
| Syailendra S. Bakrie | M | 44 |
Babson College
| 4 years |
| Amanda M. Outerbridge | F | - |
Babson College
| 4 years |
| David Reed Hines | M | - |
Babson College
| 2 years |
| Mike Pugatch | M | - |
Babson College
| 4 years |
| Joel Allen Russ | M | - |
Babson College
| 4 years |
| Bill Noonan | M | 55 |
Babson College
| 2 years |
| Rob Hallisey | M | - |
Babson College
| 5 years |
| Sanket Sushilkumar Parekh | M | - |
Babson College
| 1 years |
| Ahmar M. Zaman | M | - |
Babson College
| 2 years |
| Sam Ensslin | M | - |
Babson College
| 4 years |
| Kat Eden | M | - |
Babson College
| 2 years |
| John K. Chisholm | M | - |
Babson College
| 1 years |
| Jason Jacobs | M | - |
Babson College
| 2 years |
| Marissa Hogan | F | - |
Babson College
| 2 years |
| Alan H. Freeman | M | - |
Babson College
| 2 years |
| Jialipto Jiaravanon | M | 46 |
Babson College
| 4 years |
| Daniel Ferson | M | - |
Babson College
| 4 years |
| Serene Pierce | F | - |
Babson College
| 4 years |
| Chi Ming Cheng | M | 40 |
Babson College
| 4 years |
| Charu Sharma | F | - |
Babson College
| 4 years |
| Brent W. Crossman | M | - |
Babson College
| 4 years |
| Amit Mehrotra | M | - |
Babson College
| 4 years |
| Andrew Musto | M | - |
Babson College
| 4 years |
| Christine L. Patrinos | F | - |
Babson College
| 4 years |
| Andres Fernandez | M | - |
Babson College
| 4 years |
| Greg Vasse | M | - |
Babson College
| 4 years |
| Hillary S. Goldberg | F | - |
Babson College
| 2 years |
| Wayne D. Smith | M | - |
Babson College
| 4 years |
| Gautam Gupta | M | - |
Babson College
| 4 years |
| Michael Rose | M | - |
Babson College
| 3 years |
| Ron Levin | M | - |
Babson College
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bob Weisse
- Personal Network
