Bob Weisse

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Consumer Services

Finance

Profile

Robert Thomas Weisse occupies the position of Chief Investment Officer at Heritage Financial Services LLC.
He is responsible for structuring portfolios to meet return objectives while minimizing risk.
In his role as Chief Investment Officer, he feels one of the most important aspects of his job is to focus on the big picture, especially on getting the asset allocation right, which he believes drives the majority of a portfolio’s return.
He received an undergraduate degree from Babson College.

Former positions of Bob Weisse

Companies	Position	End
Heritage Financial Services LLC Heritage Financial Services LLC Investment ManagersFinance Heritage is an active, long-term investor which manages client portfolios primarily through the use of open-end mutual funds, closed-end interval funds, exchange-traded funds (ETFs), and limited partnerships. The firm determines their target asset allocation based on asset class valuations, correlations to other portfolio holdings, their estimated risk and return assumptions and their view of the current economic environment. They select specific investments within each class based on various factors, including fees, manager tenure, past performance, portfolio valuations and the current relative opportunity set.	Chief Investment Officer	01/01/2026

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Private companies	2
Babson College Babson College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Heritage Financial Services LLC Heritage Financial Services LLC Investment ManagersFinance Heritage is an active, long-term investor which manages client portfolios primarily through the use of open-end mutual funds, closed-end interval funds, exchange-traded funds (ETFs), and limited partnerships. The firm determines their target asset allocation based on asset class valuations, correlations to other portfolio holdings, their estimated risk and return assumptions and their view of the current economic environment. They select specific investments within each class based on various factors, including fees, manager tenure, past performance, portfolio valuations and the current relative opportunity set.	Finance

Private companies