About
Dennis Song is a Portfolio Manager at Heritage Wealth Advisors, based in Peoria, AZ, where he is responsible for portfolio construction, investment management, and integrated financial planning for clients. He served on the firm’s Investment Policy Committee, collaborating on client portfolio management and investment research, and focused on creating diversified portfolios aligned with clients' long-term goals. His work spans multiple asset classes, including public equities and fixed income, with an emphasis on risk management, tax efficiency, and strategic asset allocation.
Dennis has over 20 years of experience in the investment industry, previously holding senior roles such as Director of Investor Relations at Altria and BlackRock, where he specialized in corporate strategy, external investor messaging, and equity analysis. Earlier in his career, he gained expertise in investment banking and private equity with Bear Stearns and JP Morgan Partners, and managed equity long-short portfolios as both an analyst and portfolio manager.
He holds an MBA in Finance from Northwestern University’s Kellogg School of Management and a BBA in Accounting and Finance from Southern Methodist University. Dennis is noted for his holistic approach to wealth management, integrating financial and tax planning with investment strategy, and he is recognized for his analytical rigor and commitment to personalized client service.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Heritage Wealth Advisors | Portfolio Manager | Sep 2018 to Present | * Responsible for the coordination of investment management, financial planning and tax services for family offices and high net worth clients
* Member of the Heritage Investment Policy Committee and ... |
| Altria | Director - Investor Relations | Oct 2015 to Nov 2017 | * Worked with senior management on strategic messaging and communication with the investment community
* Cultivated and maintained sell-side and buy-side relationships and monitored research and conse... |
| Blackrock | Director - Investor Relations and Strategy | Oct 2013 to Oct 2015 | * Guide senior management in external messaging and communication with the investment community
* Coordinate earnings process across multiple business segments, legal and the finance organization
* Dr... |
| Diamondback Capital | Portfolio Manager and Senior Analyst | Jan 2009 to Jan 2012 | * Managed one specific $100 million investment portfolio with direct profit/loss responsibilities
* Sourced and researched investment ideas, identified catalysts and sized positions
* Performed fundam... |
| Carlyle Blue Wave | Senior Analyst | Feb 2007 to Aug 2008 | One of three member team on the Industrial book with focus on global industries including autos and auto parts, basic materials, diversified industrials and machinery - Generated long and short invest... |
| Akana Capital Management | Analyst | Jan 2005 to Jan 2007 | Generalist Analyst for Asia focused long/short equity hedge fund founded by a former Goldman Sachs partner - Originated and evaluated investment ideas and position level hedges on global industrials i... |
| Jpmorgan Partners | Private Equity Associate | Jun 2000 to Jun 2003 | * Completed comprehensive investment analyses on various venture capital, growth equity and leveraged buyout transactions in consumer, industrial, healthcare and technology industries ;
* Evaluated bu... |
| Bear Stearns | Investment Banking Analyst | Jul 1997 to Jun 2000 | — |
Education
Northwestern University
Master Of Business Administration, Finance
Northwestern University
Bachelor Of Business Administration
Southern Methodist University
Bachelor Of Business Administration, Accounting, Finance
Others at Heritage Wealth Advisors (2)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Pittsburgh, PA , United States |
 | Senior Investment Analyst | Wexford, PA , United States |
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 | Portfolio Manager | Lowe Brockenbrough & Co. Inc. | Richmond, VA , United States |
