![Sunil Wahal](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Dr. Sunil Wahal is an Investment Committee Member at Heritage Financial Services LLC.
He lends his decades of experience and specialized knowledge on capital markets and asset allocation to bring a robust academic perspective to Heritage’s investment strategy.
Sunil Wahal active positions
Companies | Position | Start |
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Heritage Financial Services LLC
![]() Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Investment Committee Member | - |
Experiences
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1st degree connections
1st degree companies
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Members of the board
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Private companies | 1 |
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Heritage Financial Services LLC
![]() Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Finance |
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