Bob Weisse

Chief Investment Officer bei Heritage Financial Services LLC

Finance

Consumer Services

Profil

Robert Thomas Weisse occupies the position of Chief Investment Officer at Heritage Financial Services LLC.
He is responsible for structuring portfolios to meet return objectives while minimizing risk.
In his role as Chief Investment Officer, he feels one of the most important aspects of his job is to focus on the big picture, especially on getting the asset allocation right, which he believes drives the majority of a portfolio’s return.
He received an undergraduate degree from Babson College.

Aktive Positionen von Bob Weisse

Unternehmen	Position	Beginn
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.	Chief Investment Officer	01.08.2004

Alle aktiven Positionen von Bob Weisse

Ausbildung von Bob Weisse

Babson College

Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

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Beziehungen ersten Grades

Unternehmen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	1
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