Matthew John Latarewicz
Investment adviser representative at Heron Bay Capital Management
11 yearsExperience
1 stateRegistered in
CFADesignation
$643.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Heron Bay Capital ManagementFeb 2024 to now
- Rmb Capital Management LLCJul 2022 to Jan 2024
- Factset Research Systems Inc.Jan 2015 to Jul 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Heron Bay Capital Management
Legal name: Heron Bay Capital Management, LLC
$643.8MAssets managed
127Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6289506
- Firm CRD
- 305537