People

Name Email Company Title Industry Location Country
Bob Weisse bwe****@heritagefinancial.net heritagefinancial.net Chief Investment Officer Westwood, MA, US
Clssbb Melissa Mattison cme**************@heritagefinancial.net heritagefinancial.net Chief Operating Officer Boston, MA, US
Jim Scally jsc****@heritagefinancial.net heritagefinancial.net Managing Partner Boston, MA, US
Michele Caccamise mca*******@heritagefinancial.net heritagefinancial.net Chief Marketing Officer Rochester, NY, US
CMFS Edward Jastrem ced************@heritagefinancial.net heritagefinancial.net Westwood, MA, US
Stewart Moscov smo****@heritagefinancial.net heritagefinancial.net President United States
Paul Higgins phi*****@heritagefinancial.net heritagefinancial.net Senior Wealth Manager Westwood, MA, US
Cheryl Lawless cla*****@crossbridgefinancial.com crossbridgefinancial.com Financial Advisor Rochester, NY, US
Bill Pagano bpa****@crossbridgefinancial.com crossbridgefinancial.com Ontario, NY, US
Apma Michael E. Spears ami***************@crossbridgefinancial.com crossbridgefinancial.com Private Wealth Advisor Kinston, NC, US