Matt O.

Matt Osten currently serves as Senior Investment Analyst at Heritage Wealth Advisors, where he plays a central role in shaping investment management strategy. He is responsible for manager due diligence, security analysis, and asset class research, with a particular focus on individual company research for portfolio holdings.

His investment expertise spans equities and alternative asset classes, as he conducts in-depth due diligence on investment managers and performs security and portfolio analysis. Matt's background includes progressively senior roles at Heritage, including Investment Analyst and Investment Associate, building substantial experience in manager selection and asset allocation across sectors such as public equities and diversified alternatives.

Matt holds a Bachelor of Science in Business Administration with a concentration in Finance from North Carolina State University, and he is a Level I candidate for the CFA program. Known for his analytical rigor and precision, he has contributed meaningfully to Heritage's research-driven approach to investment selection and risk management.