Kaitlyn Renken

Analyst-Equity at Heritage Wealth Advisors LLC

Finance

Consumer Services

Profile

Ms. Kaitlyn Renken is a Trading & Portfolio Operations Associate at Heritage Wealth Advisors LLC.
She is a Trading & Portfolio Operations Associate with Heritage Wealth Advisors.
She prepares investment proposals for prospective clients, monitors active portfolios, and implements trades across the firm.
She also works alongside the Investment Research team.
Prior to joining the firm, Ms. Kaitlyn worked as a Portfolio Analyst and Trader in the Pittsburgh area.
She earned a Bachelor of Science in Business Administration, with a concentration in Economics and Finance.

Kaitlyn Renken active positions

Companies	Position	Start
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans.	Analyst-Equity	31/07/2021

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Training of Kaitlyn Renken

Robert Morris University

Undergraduate Degree

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Linked companies

Private companies	1
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans.	Finance