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

Matt Middleton
Managing Director
Heritage Wealth Advisors
United States, Virginia, Charlottesville
About Me
Profile Information
Managing Director
Heritage Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Charlottesville
Virginia
United States
Jul 9, 2025
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