Kaitlyn Renken
Analyst-Equity at Heritage Wealth Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jay Jordan | M | 72 |
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. | - |
| Dee Ann Remo | F | - |
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. | 19 years |
| Cary Baronian | F | - |
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. | - |
| Sharon Porter | F | - |
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. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Corey Mergenthaler | M | - |
Robert Morris University
| 4 years |
| Robert Mann | M | - |
Robert Morris University
| 4 years |
| Andrew Pikul | M | - |
Robert Morris University
| 4 years |
| Jacob Savage | M | - |
Robert Morris University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 8 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Kaitlyn Renken
- Personal Network
