Tim Slattery

Chief Investment Officer at Heritage Investment Group, Inc.

Consumer Services

Finance

Profile

Dr. Timothy G.
Slattery is a Chief Investment Officer & Partner at Heritage Investment Group, Inc. As Chief Investment Officer of the firm, his duties include research, investment strategy, and wealth management.
His career in the financial services industry began in fixed income investment banking at Smith Barney, and after earning his MBA, he was a Vice President of institutional equity sales and trading at Raymond James.
Mr. Slattery holds a bachelor’s degree in finance with high honors from the University of Florida, an MBA from the University of Chicago, and a PhD in philosophy from the University of South Florida.

Tim Slattery active positions

Companies	Position	Start
Heritage Investment Group, Inc. Heritage Investment Group, Inc. Investment ManagersFinance Heritage Investment Group, Inc. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pompano Beach, Florida. The firm was founded in 1993 by Frederick R. MacLean, Jr. Heritage provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans.	Chief Investment Officer	31/12/2003

All active positions of Tim Slattery

Training of Tim Slattery

University of Florida	Undergraduate Degree
The University of Chicago	Masters Business Admin
University of South Florida	Doctorate Degree

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Linked companies

Private companies	1
Heritage Investment Group, Inc. Heritage Investment Group, Inc. Investment ManagersFinance Heritage Investment Group, Inc. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pompano Beach, Florida. The firm was founded in 1993 by Frederick R. MacLean, Jr. Heritage provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans.	Finance