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Heritage Investment Group Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Heritage Investment Group has about 14 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (98%) and Ghana (2%). Banking and Business make up over half of the profiles with a known department.

Find Heritage Investment Group employees' phone numbers or email addresses

Heritage Investment Group Global Highlights

Location
Employees

North America
44

Minus sign iconPlus sign icon
  • United States Of America
    44

Africa
1

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  • Ghana
    1

North America accounts for 98% of Heritage Investment Group's workforce, followed by Africa (2%).

Heritage Investment Group's Leadership

  • President at Heritage Investment Group
    C. S.
    President
    Mobile Phone
  • Vice President, Chief Compliance Officer at Heritage Investment Group
    H. T.
    Vice President, Chief Compliance Officer
    Mobile Phone
  • Controller at Heritage Investment Group
    I. M.
    Controller
    Mobile Phone
  • Portfolio Manager at Heritage Investment Group
    E. J.
    Portfolio Manager
    Mobile Phone
  • Account Manager, Client at Heritage Investment Group
    E. C.
    Account Manager, Client
    Mobile Phone
  • Principal at Heritage Investment Group
    G. L.
    Principal
    Mobile Phone
  • Financial Reporting & Administrative Specialist at Heritage Investment Group
    C. M.
    Financial Reporting & Administrative Specialist
    Mobile Phone
  • Presidentchief Executive Officer at Heritage Investment Group
    K. B.
    Presidentchief Executive Officer
    Mobile Phone

Heritage Investment Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Banking is the largest department at 81% of profiles with a known department, followed by Business (19%).

Contact profiles from Heritage Investment Group

Name
Title
Contact
Location
Last Update
  • President at Heritage Investment Group
    C. S.
    President
    Mobile Phone
    Aug 30, 2026
  • Vice President, Chief Compliance Officer at Heritage Investment Group
    H. T.
    Vice President, Chief Compliance Officer
    Mobile Phone
    May 08, 2026
  • Controller at Heritage Investment Group
    I. M.
    Controller
    Mobile Phone
    May 07, 2025
  • Portfolio Manager at Heritage Investment Group
    E. J.
    Portfolio Manager
    Mobile Phone
    Sep 05, 2026
  • Account Manager, Client at Heritage Investment Group
    E. C.
    Account Manager, Client
    Mobile Phone
    Oct 17, 2024
  • Principal at Heritage Investment Group
    G. L.
    Principal
    Mobile Phone
    Oct 22, 2024
  • Financial Reporting & Administrative Specialist at Heritage Investment Group
    C. M.
    Financial Reporting & Administrative Specialist
    Mobile Phone
    Oct 21, 2024
  • Presidentchief Executive Officer at Heritage Investment Group
    K. B.
    Presidentchief Executive Officer
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What are the largest departments at Heritage Investment Group?

Minus sign iconPlus sign iconBanking is the largest department at 81% of profiles with a known department, followed by Business (19%).

Where are Heritage Investment Group's employees located?

Minus sign iconPlus sign iconHeritage Investment Group has about 14 employees across 2 continents, most of them in North America. North America accounts for 98% of Heritage Investment Group's workforce, followed by Africa (2%). By country, the largest groups are United States Of America (98%) and Ghana (2%).

How many employees does Heritage Investment Group have currently?

Minus sign iconPlus sign iconHeritage Investment Group has approximately 14 employees as of September 2026. These team members are located across 2 continents, including North America and Africa.

Who are Heritage Investment Group's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Heritage Investment Group's key employees include:

  • President: C. S.
  • Vice President, Chief Compliance Officer: H. T.
  • Controller: I. M.
  • Portfolio Manager: E. J.
  • Account Manager, Client: E. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Heritage Investment Group's most common email format?

Minus sign iconPlus sign iconHeritage Investment Group employees' email format typically follows the pattern of FLast@heritageinvestment.com. Trying to find reliable and up-to-date employee contact data? Find more Heritage Investment Group email formats with LeadIQ.

What is Heritage Investment Group known for?

Minus sign iconPlus sign iconHeritage Investment Group was founded in 1993 and operates in the Financial Services industry. You can contact Heritage Investment Group's main corporate office by phone at
+1-954-785-****
. Explore Heritage Investment Group's company overview page for more information.

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