Heritage Family Wealth Management—led by Managing Director, Eli Moallem, CIMA® and Director, Jonathan Karn—is a full-service financial firm specializing in investment management, retirement planning, and family office wealth management for a variety of clients. The team is supported by Client Service Associate, Jamie Moallem.
Eli has 23 years of financial services experience. His focus is on developing strategies and solutions for high-net-worth individuals, their families, and their businesses. Jonathan has been working in the financial services industry for 12 years, previously gaining experience with Merrill Lynch, LPL Financial, TD Bank, and Valley National Bank. Before joining the firm, Jamie gained experience as a Seasonal Client Associate at Merrill Lynch while simultaneously pursuing a degree from the University of Delaware.
In addition to providing financial services to clients across the New Jersey area, the team is passionate about community service. From coaching youth sports, to serving as mentors in local programs, to holding financial literacy workshops for high school and college students, Heritage Family Wealth Management prioritizes spending time with the future leaders of their community.
