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Elizabeth Halteman
Financial Controller
About Elizabeth Halteman
Elizabeth joined Heritage in 2023, bringing years of accounting experience in the financial services industry. Prior to joining Heritage, Elizabeth was the Controller for a Baltimore based dually registered broker/dealer and RIA. She gained additional accounting experience working in mutual funds and private equity and supporting multi-entity Family Offices of high-net worth families.
Elizabeth resides in New Freedom, PA, with her husband and their four daughters.
Education
- B.A. Economics – College of William and Mary