Heron Bay Capital Management

Joseph Ashmore is a CFA® charterholder with eight years of industry experience. He has been with Heron Bay Capital Management since 2020 and previously worked at Clarkston Capital Partners, LLC and Pinnacle Wealth Management Group, Inc. Heron Bay Capital Management provides discretionary investment management, incidental financial planning, sub-advisory services, and participant account management to individuals, trusts, estates, and institutions. The firm employs a long-term investment approach using individual equities, low-cost ETFs, and other securities, with continuous client contact and periodic reviews to align portfolios with client goals and risk tolerance.

Chetan Rastogi is a financial advisor at Heron Bay Capital Management with five years of industry experience. He holds a Series 65 designation and previously worked at Seizert Capital Partners and Empowerment International, Inc. before joining Heron Bay in 2020. Heron Bay Capital Management provides discretionary investment management, financial planning, sub-advisory services, and participant account management to individuals, trusts, estates, and institutions. The firm employs a primarily long-term investment approach using individual equities, low-cost ETFs, and other securities, with ongoing client communication and periodic portfolio reviews.

Gerald Seizert is a CFA® charterholder and Series 65 licensee with 15 years of industry experience. He is a principal at Heron Bay Capital Management, where he has worked since 2019, and has been involved with Seizert Capital Partners since 2000. Seizert also serves as an independent director for Advent Capital Management, a closed-end mutual fund company. Heron Bay Capital Management provides discretionary investment management, financial planning, sub-advisory services, and participant account management to individuals, trusts, estates, and institutions. The firm employs a primarily long-term investment approach using individual equities, low-cost ETFs, and other securities, with continuous client contact and periodic reviews to align portfolios with goals and risk tolerance.

Colin Connery is a financial advisor at Heron Bay Capital Management with two years of industry experience. He holds a Series 65 designation and has worked previously at Wilson Partners and Asset Health. Heron Bay Capital Management provides discretionary investment management, incidental financial planning, sub-advisory services, and participant account management to individuals, trusts, estates, and institutions. The firm employs a primarily long-term investment approach using individual equities, low-cost ETFs, bonds, preferred stock, options, and closed-end funds, with continuous client contact and periodic formal reviews.

Paul Seizert is a financial advisor at Heron Bay Capital Management with 11 years of industry experience. He holds the Series 65 designation and has worked at Heron Bay since 2019, following five years at Seizert Capital Partners. Heron Bay Capital Management provides discretionary investment management, financial planning, sub-advisory services, and participant account management primarily to individuals, trusts, estates, and institutions. The firm employs a primarily long-term investment approach using individual equities, low-cost ETFs, and other securities, with continuous client contact and periodic reviews to align portfolios with client goals and risk tolerance.

Matthew Latarewicz is a CFA® charterholder with one year of industry experience. He is currently with Heron Bay Capital Management and previously worked at RMB Capital Management LLC and FactSet Research Systems Inc. Heron Bay Capital Management provides discretionary investment management, financial planning, sub‑advisory services, and participant account management to individuals, trusts, estates, and institutions. The firm employs a primarily long-term investment approach using individual equities, low-cost ETFs, and other securities, with ongoing client communication and periodic portfolio reviews.