Aaron Zitalone

Aaron Zitalone is a Portfolio Manager at Heritage Wealth Advisors, based in Pittsburgh, PA, where he leads portfolio management responsibilities including trade implementation, portfolio monitoring, and rebalancing. He directly serves clients as their investment specialist, focusing on customized portfolio strategies and execution.

Aaron's investment expertise covers multi-asset portfolios that span domestic and international equities, fixed income, and alternative investments, driven by client objectives and risk preferences. He collaborates closely with clients to design and maintain diversified portfolios, applying his knowledge of capital markets, economic cycles, and asset allocation.

Before assuming his current role, Aaron was a Portfolio Analyst and previously served as a Financial Advisor at Raymond James, providing him with a solid foundation in client advisory and investment planning. He holds a Bachelor of Science in Business Administration with a major in Finance from Slippery Rock University of Pennsylvania and maintains the Series 66 securities license. He is also currently pursuing the Chartered Financial Analyst (CFA®) designation, demonstrating his commitment to advancing industry expertise.