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, Renee performs a variety of administrative and financial duties as well as efficiently handling all client needs. She’s great at making sure our clients have the information they need to stay informed about their investments. Renee is responsible for managing the back office of Heritage Capital. This includes generating a variety of reports and managing […]
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Date: March 9, 2020
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 was a long time member of the National Futures Association (“NFA”). He also formerly worked at Gemini Financial Corporation as an Investment Advisor Representative & Commodity Trading Advisor (CTA) and was Series 3, 7, 65, 63, and insurance licensed (life & annuities). In 2006, Chris founded Asset/Risk Management, a specialized firm providing investment, insurance, and […]
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Date: March 9, 2020
Ronald R. Milone
As an independent financial counselor with Heritage Capital LLC, Ron Milone brings significant financial planning, investment management, and tax planning expertise. He is a retired partner in the Tax & Business Services division of Marcum Accountants and Advisors. Ron was based at the Firm’s Long Wharf Drive office in New Haven, Connecticut. Ron’s specialties include: personal financial planning retirement planning personal tax planning business taxation tax compliance risk management He primarily focuses on serving family-owned businesses, high net worth individuals, […]
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Date: March 9, 2020
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 Schatz applying these skills to the investment field. He has developed proprietary alpha models for both equity and macro portfolios and implemented portfolio analytics tools for monitoring value at risk and various risk factor exposures. In 2003 he co-founded Seknion Inc., a Boston company that develops intellectual property in the areas of radio frequency identification […]
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Date: March 9, 2020
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 known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund (ETF) field, having employed them in his work since 1994. Additionally, he has consulted for many of today’s ETF purveyors on new […]
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Date: March 9, 2020
