Danielle Campisi, CPA, joins Heron Financial Group as wealth advisor

Important Announcement

January 24th, 2012

About HERON FINANCIAL GROUP, LLC

Heron Financial Group is a Registered Investment Advisor serving individuals and families across the United States, Europe, Asia and Latin America.

Our clients are corporate executives, managing partners of law firms and consultancies, Wall Street professionals, owners of businesses, and heads of families.

Our purpose is to clarify and simplify the means by which our clients will achieve their financial goals.

Client relationships range from $500,000 to $10 million in assets.

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Greetings!

We are delighted to announce that Danielle Campisi, CPA, has joined our firm as wealth advisor.

Danielle began working at our firm in July 2012 as a compliance consultant, helping with our annual review. Previously, Danielle was a director of Enterprise Risk Management at ABM Industries, vice president of Operational Risk Management at JPMorganChase in London & Tokyo, and senior accountant in Financial Services with Deloitte.

Danielle is a graduate of Lehigh University with a BS in accounting.

Danielle joins David Edwards, president & wealth advisor, and Lucas Doe, CFA, portfolio manager, in increasing the breadth and depth of services we can offer to our clients.

Yours sincerely,

DSE

David Edwards
Heron Financial Group, LLC

The HERON FINANCIAL GROUP Financial Markets Commentary is published following month end and whenever market conditions require comment. The views expressed in this letter represent HFG opinion and strategy as of the date published and can change at any time upon receipt of new information. Data quoted in this letter are from sources deemed reliable, but no guarantee of such data is implied.