About Heritage Capital Partners
Discover how we excel in managing private assets for family-owned equity holdings. Our focus is on safeguarding wealth and ensuring long-term financial stability.
Meet Our Team
Discover the dedicated professionals behind our success in wealth management.
John Smith
CEO
With over 20 years of experience in private equity, John leads the firm with a focus on strategic growth and client relationships.
Emily Johnson
CFO
Emily brings a wealth of financial expertise, ensuring our clients’ assets are managed with precision and care.
Michael Brown
Investment Director
Michael specializes in identifying lucrative investment opportunities and managing client portfolios.
Sarah Davis
Client Relations Manager
Sarah is dedicated to fostering strong relationships with our clients, ensuring their needs are met.
David Wilson
Senior Analyst
David conducts in-depth market analysis to support our investment strategies.
Laura Martinez
Compliance Officer
Laura ensures that all our operations adhere to regulatory standards and best practices.
James Taylor
Marketing Director
James is responsible for promoting our services and enhancing our brand presence.
Join Our Team
Explore exciting career opportunities with us and make a difference.