
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
Steve Coplon
Vice President Finance
Rhett Garner
Managing Director, Head of Portfolio Management | Wealth Advisor
PB
Peter Bryan
President, Chief Compliance Officer
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services