Michael R. Waldron
Investment Committee Member at Heritage Financial Services LLC
Profile
Mr. Michael R.
Waldron, CFA, is a Director of Portfolio Management at Heritage Financial Services LLC.
He joined the firm in 2014 where he developed a strategic asset allocation framework to support a range of portfolio objectives, designed and implemented a complex, controlled portfolio management system, and expanded the use of private investments for ultra-high net worth clients
Mr. Waldron was employed as a Senior Associate by Harvard Management Co., Inc.
He received his undergraduate degree from Bentley University.
Michael R. Waldron active positions
| Companies | Position | Start |
|---|---|---|
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. | Investment Committee Member | 2013-12-31 |
Former positions of Michael R. Waldron
| Companies | Position | End |
|---|---|---|
Harvard Management Co., Inc.
 Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Analyst-Equity | - |
Training of Michael R. Waldron
| Bentley University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 2 |
|---|---|
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. | Finance |
Harvard Management Co., Inc.
Harvard Management Co., Inc. Investment Trusts/Mutual FundsMiscellaneous Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget. | Miscellaneous |
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