Sammy Azzouz
Chief Executive Officer at Heritage Financial Services LLC
Profile
Mr. Sammy A.
Azzouz is a President & Chief Executive Officer at Heritage Financial Services LLC.
He’s also a board member and chairman of the investment committee for the John M.
Barry Boys and Girls Club of Newton.
Mr. Azzouz was employed as a Managing Director by Manning & Napier Advisors LLC.
As a young financial planner, he had the good fortune to work as lead advisor at an investment firm run by an estate planning group.
There he received experience drafting estate planning documents, administering estates, conducting tax research and working closely with a robust trust department.
Next, he built a national wealth management practice for a large money manager, giving him a golden opportunity to increase his investment knowledge and develop his career.
He earned his BA from the University of Toronto and his Juris Doctor from the University of Maryland.
Sammy Azzouz active positions
| Companies | Position | Start |
|---|---|---|
Heritage Financial Services LLC
 Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Chief Executive Officer | 31/12/2022 |
Former positions of Sammy Azzouz
| Companies | Position | End |
|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Corporate Officer/Principal | - |
Training of Sammy Azzouz
| University of Toronto | Undergraduate Degree |
| The University of Maryland Francis King Carey School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Finance |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Finance |
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