Kaitlyn oversees all active investment portfolios at Heritage Wealth Advisors and works directly with clients to review their full investment picture. She also constructs and audits public and private portfolios as part of Heritage’s Investment Research Team. Additionally, she manages the firm’s Portfolio Operations and Portfolio Management teams.

Prior to joining Heritage, she worked for Hefren-Tillotson on the Investment Advisory Team, focusing on specialized trading and portfolio management. 

Kaitlyn graduated from Robert Morris University with a Bachelor of Science in Business Administration with a concentration in Economics and Finance.

Kaitlyn is a CFA Level 2 candidate and holds her 66 securities license. She is a member of the CFA Society of Pittsburgh and the Sustaining Circle with the Lindsay Community Theater. 

She and her husband, Tyler, recently welcomed their son, Wesley, who joins an extended family of two cats, a dog, chickens, bunnies, and fish.