
Patrick Rogan
Managing Director, Head of Financial Planning
Heritage Wealth Management Group
United States, Pennsylvania, Philadelphia
Profile Information
Managing Director, Head of Financial Planning
Heritage Wealth Management Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Philadelphia
Pennsylvania
United States
May 16, 2024
More profiles to browse

Mark Tekamp
Chief Investment Strategist
Rhett Garner
Managing Director, Head of Portfolio Management | Wealth Advisor
PB
Peter Bryan
President, Chief Compliance Officer
Steve Coplon
Vice President Finance
You Might Like
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth