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Inside the Markets: Second Quarter 2023 - Heritage Wealth Advisors

Written by Heritage Wealth Advisors | Apr 19, 2023 11:01:45 AM

Members of our investment team sat down for a panel discussion on the current investment landscape, client portfolio positioning, and their quarter outlook.

Presented by:

John G. Jordan, III, CFA, Chief Investment Officer & Chief Compliance Officer

Cary Baronian, CFA, Director of Research

Steve Henderson, CFA, Director of Private Investments & Foundation Strategies