The Most Important Client Questions During Periods of Market Volatility

Date: Tuesday, February 5, 2019
Time: 5:30pm - 8:00pm
Location: The Commonwealth Club
Speaker: John G. Jordan, III, CFA® and Caroline E. Baronian, CFA®

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The Most Important Client Questions During Periods of Market Volatility

Caroline E. Baronian, CFA®                                                                                                John G. Jordan, III, CFA®
Caroline E. Baronian, CFA®  As Research Manager and a member of the Investment Policy Committee, Cary provides ongoing research of macroeconomic risks to assist in tactical asset allocation decisions and risk management for client portfolios. Cary oversees the process of investment selections and ongoing due diligence as well as general investment support. Cary joined Heritage as a Portfolio Management Associate, gaining experience in investment strategy implementation and client portfolio management before transitioning to the Investment Research Team. Prior to joining the Firm, she was an associate at Xenith Bank.  Cary earned her Bachelor of Science in Commerce with concentrations in Finance and Accounting from the University of Virginia. She is a CFA® charterholder and a member of the CFA Society of Virginia. Cary currently serves on the Leadership Advisory Board of the First Tee of Greater Richmond.The Meeting Sponsor John G. Jordan, III, CFA® Chief Investment Officer and Chief Compliance Officer Heritage Wealth Advisors
Heritage Wealth Advisors

Caroline E. Baronian, CFA®As Research Manager and a member of the Investment Policy Committee, Cary provides ongoing research of macroeconomic risks to assist in tactical asset allocation decisions and risk management for client portfolios. Cary oversees the process of investment selections and ongoing due diligence as well as general investment support. Cary joined Heritage as a Portfolio Management Associate, gaining experience in investment strategy implementation and client portfolio management before transitioning to the Investment Research Team. Prior to joining the Firm, she was an associate at Xenith Bank.

Cary earned her Bachelor of Science in Commerce with concentrations in Finance and Accounting from the University of Virginia. She is a CFA® charterholder and a member of the CFA Society of Virginia. Cary currently serves on the Leadership Advisory Board of the First Tee of Greater Richmond.

John G. Jordan, III, CFA®, As Chief Investment Officer, Jay is responsible for all aspects of the investment management process at Heritage Wealth Advisors including asset allocation, risk management, investment research, and product development. He works closely with the client service team on management of client investment portfolios. As Chief Compliance Officer, Jay is responsible for the Firm’s day-to-day compliance with the regulations of the financial services industry.

Jay joined Heritage after 12 years as a portfolio manager at Eagle Asset Management with macroeconomic, industry, and individual stock selection responsibilities over a large capitalization equity portfolio. He has more than 25 years of experience in the investment management industry working with institutions and high net worth individuals. Jay earned his Bachelor of Science in Commerce with a concentration in Finance from the University of Virginia. He is a CFA® charterholder and a member of the CFA Society of Virginia.

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