Cary Baronian, CFA, Research Manager
Kelsey Storsved, Business Development Manager
We are pleased to announce two promotions at Heritage: Cary Baronian has been named Research Manager and Kelsey Storsved has been named Business Development Manager.
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 the Firm in 2016 and has seven years of industry experience. She is a graduate of University of Virginia, a CFA ® Charterholder, and member of the CFA Society of Virginia. She serves on the Leadership Advisory Board of the First Tee of Greater Richmond.
As Business Development Manager and a member of the Leadership Team, Kelsey manages the operations of the sales process, drives marketing content and communications, and facilitates strategic planning sessions. Kelsey joined Heritage in 2016 and has seven years of industry experience. In the past two years, Kelsey has used her process-driven focus to support and advance several functions of the Firm, including the hiring of new employees, the client onboarding experience, the development of Heritage bill-pay services, and the increased adoption of new technology. She is a graduate of University of Virginia.
Heritage recognizes the contributions Cary and Kelsey have made to the team. Please join us in congratulating them.