Heritage Financial Adds Four New Shareholders

Heritage Financial is proud to announce the addition of Senior Wealth Manager Matt Carron, Director of Financial Planning Ed Jastrem, Portfolio Manager Michael Waldron, and Compliance Manager Jennifer Watson to its shareholder group. Many key factors including exceptional job performance, adhering to the firm’s core values, and contributing to the business beyond their job functions were used to select the employees who were offered this opportunity.

With these new shareholders, the number of owners of the firm has moved to nine. Chuck Bean, Heritage’s founder and CEO, welcomed the new shareholders saying, “I am extremely proud to have Matt, Ed, Michael and Jennifer as the newest shareholders of Heritage Financial. This honor is afforded only to employees who have provided a sustained source of added value to the firm and live by our core fiduciary responsibilities in serving our clients in the highest regard. This is also in keeping with our management team’s dedication to broadening the base of ownership and keeping Heritage independent so we can continue to focus on working in our clients’ best interests.”

Matthew Carron, CFP®, CDFA®

Matt joined Heritage in May of 2007 and over the past 10 years has developed into a senior wealth manager role working with some of the firm’s most valued clients. Matt has earned a reputation for providing exceptional service while building very strong client relationships. In addition to his wealth management responsibilities, Matt makes significant contributions to the growth of the firm with his business development efforts and strong alliances with outside trusted professional advisors. Matt plans to spend the rest of his career serving his clients as a true fiduciary and helping Heritage continue to grow and succeed.

Edward Jastrem, CFP®, ChFC®, CMFS, CLTC

Ed joined the Heritage team in 2007 as a wealth advisor. Now, as director of financial planning, Ed supports the wealth management teams and provides talent development by being a resource for complex financial planning and best practices. Ed also serves on the firm’s Process Improvement Committee and is a frequent contributor to our website blogs. Ed is a true fiduciary who is committed to our firm and the way we do business.

Michael Waldron, CFA

Michael joined Heritage in 2014 as a portfolio manager with institutional experience, having worked for Harvard Management Company, which is charged with investing the university’s multi-billion dollar endowment. We value Michael’s tireless work ethic, his rigorous quantitative skillset and his team-oriented attitude to lend his expertise in any way that helps the firm operate smoothly. Michael truly thinks like a business owner and sets the benchmark for embracing Heritage’s core values and compliance culture.

Jennifer Watson

Jennifer has been with Heritage for over 10 years, since joining the firm in September of 2006. As compliance manager, she sets the tone for our compliance culture and also coordinates all of our benefits, payroll and billing. Jennifer participates in the Process Improvement Committee and is a true leader of the Heritage culture, core values and vision.

Tags: ,