Dee Ann Remo

Director/Board Member at CHESAPEAKE FINANCIAL SHARES, INC.

Finance

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Ms. Delores A. Remo, CPA, is a Chief Executive Officer at Heritage Wealth Advisors LLC.
She is on the Board of Directors at The Community Foundation, Inc., Chesapeake Financial Shares, Inc. (Maryland) and Visual Arts Center of Richmond.
She founded Heritage Wealth Advisors in Richmond, VA, in 2005.
A former tax and wealth management partner at KPMG, she had a deep understanding of the unique and complex needs of high-net-worth individuals.
She received her undergraduate degree from West Virginia University.

Dee Ann Remo active positions

Companies	Position	Start
CHESAPEAKE FINANCIAL SHARES, INC.	Director/Board Member	-
The Community Foundation, Inc. The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services	Director/Board Member	2011-02-15
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.	Chief Executive Officer	2004-12-31
Visual Arts Center of Richmond Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center	Director/Board Member	2011-10-13

All active positions of Dee Ann Remo

Former positions of Dee Ann Remo

Companies	Position	End
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Chesapeake Financial Shares, Inc. (Maryland) Chesapeake Financial Shares, Inc. (Maryland) Regional BanksFinance Operates as a bank holding company though its subsidiaries provides commercial banking services	Finance
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Commercial Services
West Virginia University West Virginia University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Community Foundation, Inc. The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services	Miscellaneous
Visual Arts Center of Richmond Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center	Commercial 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