Andréane Bolduc

Analyst-Equity at Heritage Financial Services LLC

Finance

Consumer Services

Profile

Andréane Bolduc is a Portfolio Manager at Heritage Financial Services LLC since 2022.
Prior to this, she worked as a Principal at Wellington Management Co. LLP from 2016 to 2018.
Ms. Bolduc holds an MBA from Northeastern University, which she obtained in 2017.
She also completed her undergraduate studies at Université Laval in 2014.

Andréane Bolduc active positions

Companies	Position	Start
Heritage Financial Services LLC Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.	Analyst-Equity	2018-03-31

All active positions of Andréane Bolduc

Former positions of Andréane Bolduc

Companies	Position	End
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.	Corporate Officer/Principal	2018-03-31

See the detail of Andréane Bolduc's experience

Training of Andréane Bolduc

Northeastern University	Masters Business Admin
Université Laval	Undergraduate Degree

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Linked companies

Private companies	2
Heritage Financial Services LLC Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.	Finance
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.	Finance