Cary is a partner in the firm with a focus on investment research, defining Heritage’s financial market views, and positioning client portfolios.

Prior to joining Heritage in 2016 as a Senior Analyst, Cary worked at Morgan Stanley in New York, Spider Management Company, and Xenith Bank in Richmond, Virginia.

Cary earned her B.S. in Commerce from the University of Virginia with concentrations in Finance and Accounting. She is a Chartered Financial Analyst (CFA®).

She is the Vice President of the Children’s Hospital of Richmond Investment Advisory Board and a member of Board of Directors for The First Tee of Greater Richmond. She is also an active member of the CFA Society of Virginia and the Estate Planning Council of Richmond.

In her free time, she enjoys playing golf and cheering on the UVA basketball team.