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© All Rights Reserved. ApplyBlast.com
Heritage Holding
The Portfolio Manager role at Heritage involves actively monitoring and constructing multi-asset portfolios for Ultra-High-Net-Worth (UHNW) clients, ensuring alignment with their investment objectives. The position requires overseeing asset allocation, risk, and performance metrics while evaluating investment opportunities proposed by external counterparties. This role supports Relationship Managers with high-quality investment input and contributes to the continuous improvement of the firm's investment process.
Heritage Holding is an operator‑led private investment firm based in Boston that provides entrepreneurial capital to small U.S. businesses. The firm partners with founders and management teams, combining financial resources with hands‑on operational expertise. Heritage emphasizes active ownership and long‑term value creation through strategic and operational support. Its approach is tailored to help small companies grow, improve operations, and navigate ownership transitions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Heritage Holding.