Heritage Financial is proud to announce the addition of Sr. Wealth Manager, Kevin Webber, Portfolio Manager, Andreane Bolduc, and Chief Business Development Officer & Director of Wealth Management, Kristin Castner, to its shareholder group.
With these three new shareholders, Heritage has increased its owners to a total of thirteen, in line with the Management Team’s dedication to broadening the base of employee ownership and maintaining the independence that allows the firm to focus solely on working in the best interests of its clients.
Kevin Webber, CFP®
Kevin joined Heritage in 2016, drawn by the firm’s culture of always putting its clients’ interests first. As a Sr. Wealth Manager, Kevin leads client relationships, providing strategic guidance to his clients and helping to coordinate important financial decisions with their accountants, attorneys, and other advisors. When he’s not working with clients or consulting with prospective clients, Kevin supports the overall growth of Heritage by serving on internal employee committees, mentoring members of our wealth management teams, and sharing practice management strategies in our business development committee.
Andreane Bolduc, CFA®, CAIA
Andreane joined Heritage in 2018 and has made strong contributions to the firm since that time as a member of the investment team. As a Portfolio Manager, Andreane leads the firm’s manager due diligence program, educates our staff and clients on investment concepts and portfolio holdings, and is an active participant in our Investment Committee. Andreane is also an active member of our Women’s Initiative Committee and Employee Advisory Board.
Kristin Castner, CFA®
Kristin joined Heritage in 2020 with more than 20 years of experience in the financial services industry. As Chief Marketing Officer Kristin built a strong marketing team that developed a first-class marketing and communications program including a new website, our popular weekly blog, timely webinars, a new podcast, and a library of educational videos. Today as Chief Business Development Officer & Director of Wealth Management, Kristin manages the Wealth Management Teams and is responsible for our business development programs. Kristin is also a member of our Management Team and has been actively involved in our Women’s Initiative Committee.
Please join us in congratulating Kevin, Andreane, and Kristin as new shareholders of Heritage!