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
More profiles to browse
Cary Baronian
Director of Investments
MS
Mark Sisisky
Managing Director
Steven Jakobovic
Senior Advisor
JM
Joel Mangham
Managing Director
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation