Our Team

Meet the team at Heritage Capital, LLC.  

President and CIO

Paul Schatz

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...
Director of Research

Thorkild Hansen

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...
Independent Financial Counselor

Ronald R. Milone, CFP®, CPA

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...
Independent Financial Counselor

Chris Angle

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...
Office Manager

Renee O’Connell

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,...

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