Michael R. Waldron
Membre du Comité d'Investissement chez Heritage Financial Services LLC
Profil
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.
Postes actifs de Michael R. Waldron
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/01/2014 |
Anciens postes connus de Michael R. Waldron
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Michael R. Waldron
| Bentley University | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
