Heritage empowers its partners with flexible long-term capital to pursue their life’s work.

Amy Chu
Director, Operations

Lexy Collins
VP, IR Operations

Justin Friedman
VP, Data & Product

Margot Gallo
Executive Assistant

Peter Hage
VP, Investments

Lynn Hartman
Compliance Officer

Kevin Jiang
VP & Associate General Counsel

Keith Johnson
Senior Managing Director

Katie Kelley
Executive Assistant

Kevin Kelly
Senior Managing Director

Joe Krause
VP, Technology

Sangeeta Lulla
Accounting Manager

Kelly Mix
Operations Assistant

Alan Omand
Director, Analytics

Martha Rose
General Counsel & CCO

Marcheta Schroeder
VP, Investments

Tate Searle
Investment Associate

Su Sheng
VP, Finance

Kevin Slemp
Managing Director & COO

Natalie Wang
Executive Assistant

Connie Wu
CFO