HERON FINANCIAL GROUP, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 146012). Regulatory assets under management: $433.0M.
| Name | Role | Location |
|---|---|---|
| POWERS PATRICK DAVID | CHIEF FINANCIAL OFFICER | — |
| FRIEDMAN GREGORY HUGH | CHIEF STRATEGY OFFICER | — |
| EDWARDS DAVID SAY | MANAGING DIRECTOR; MEMBER, MANAGER, PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MORIARTY MICHAEL JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| TAUSIG JARED FRANK | TRUSTEE OF BOTH MEMBER TRUSTS | — |
| LAMENA MICHAEL ANTHONY | CHIEF EXECUTIVE OFFICER | — |
| SONTAG ERIC MATTHEW | PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| O'MALLEY EDWARD GEORGE | DIRECTOR | — |
| DEL VALLE CISCO J | CHIEF COMPLIANCE OFFICER | — |
| MOO VERONICA EI CHUN | DIRECTOR | — |
| STASTNEY HOYT RONALD | CHIEF LEGAL OFFICER | — |