Kaitlyn Kocuba is the Portfolio Manager at Heritage Wealth Advisors. She oversees all active investment portfolios and works directly with clients to review their full investment picture. She responds proactively to market trends, adding value to all Heritage client portfolios. In addition, she constructs and audits public and private portfolios as part of Heritage’s Investment Research Team. 

Being detail-oriented is critical to Kaitlyn’s role, and her analytical nature lends itself well. A people person at heart, she embraces opportunities to come up with creative solutions for her clients and ensures their goals are at the forefront of her strategic planning. 

Kaitlyn credits Heritage’s culture for encouraging forward thinking and flexibility in financial planning, and the team’s emphasis on collaboration allows them to develop innovative solutions for their clients. 

Kaitlyn has over seven years of experience in the portfolio management and investment advisory space. Prior to her role at Heritage, she worked for Hefren-Tillotson on the Investment Advisory Team, where she focused on specialized trading and portfolio management. 

Kaitlyn graduated from Robert Morris University with a Bachelor of Science in Business Administration, with a concentration in Economics and Finance. She is a CFA Level 2 candidate and holds her Series 7 & 66 securities licenses. She is also a member of the CFA Society of Pittsburgh. 

She and her husband, Tyler, recently welcomed their son, Wesley. They spend most of their free time with their family and an extensive list of pets, including two cats, a dog, chickens, bunnies, and fish.