Cary Baronian

Analyst-Equity at Heritage Wealth Advisors LLC

Finance

Consumer Services

Profile

Ms. Caroline Baronian, CFA, is a 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).

Cary Baronian active positions

Companies	Position	Start
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans.	Analyst-Equity	2015-12-31

All active positions of Cary Baronian

Former positions of Cary Baronian

Companies	Position	End
Xenith Bank Xenith Bank Regional BanksFinance Xenith Bank operates a state commercial bank. The company is based in Richmond, VA.	Corporate Officer/Principal	-

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Training of Cary Baronian

University of Virginia

Undergraduate Degree

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Linked companies

Private companies	2
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans.	Finance
Xenith Bank Xenith Bank Regional BanksFinance Xenith Bank operates a state commercial bank. The company is based in Richmond, VA.	Finance