CoverProfile

Matt Middleton

Managing Director

Heritage Wealth Advisors

United States, Virginia, Charlottesville

About Me

An inquisitive and insightful Senior Investment Professional with 10+ years of successful experience managing non-profit and family investment portfolios. Oversees portfolios and advises clients on asset allocation, portfolio construction and manager selection across all asset classes (equities, fixed income, hedge funds, private equity, venture capital, private credit, real assets). Utilizes leadership, ingenuity, and technical and analytical skills to drive measurable and impactful outcomes. Consults, collaborates and communicates effectively with clients, team members, and investment managers. Performs independent research and analysis and develops and implements strategic plans to ach

View more

Profile Information

Managing Director

Heritage Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Charlottesville

Virginia

United States

Jul 9, 2025

More profiles to browse

MS
Mark Sisisky
Managing Director
Profile Photo
Dee Ann Remo
Founder, CEO and Managing Director
JJ
Jay Jordan
Investment Management Director, Chief Investment Officer & Managing Director
Profile Photo
Steven Jakobovic
Senior Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST