Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best...
Thorkild Hansen has extensive experience developing advanced empirical and mathematical tools for analysis of large complicated data sets. Since 2005 he has worked with Paul...
As an independent financial counselor with Heritage Capital LLC, Ron Milone brings significant financial planning, investment management, and tax planning expertise. He is a partner...
Chris is an investment advisor representative with Heritage Capital. Chris brings extensive experience in the financial industry to his current work with clients. Previously he...
In October of 2013, Renee joined Heritage Capital as an Administrative Assistant. Since then she has taken over responsibility as Office Manager. In this capacity,...