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Gerald S
CFA®, Series 65
Bloomfield Hills, MI
Heron Bay Capital Management
Gerald Seizert is a CFA® charterholder with 16 years of industry experience. He is a founding member of Heron Bay Capital Management and previously led Seizert Capital Partners for nearly two decades. Seizert serves as an independent director for Advent Capital Management, a closed-end mutual fund company. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutions. The firm follows a long-term investment strategy using fundamental, technical, and cyclical analysis to build customized portfolios primarily composed of individual equities and low-cost ETFs.
Paul S
Series 65
Bloomfield Hills, MI
Heron Bay Capital Management
Paul Seizert is a financial advisor at Heron Bay Capital Management with 12 years of industry experience. He has been with Heron Bay since 2019 and previously worked five years at Seizert Capital Partners. He holds a Series 65 credential. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis to create customized portfolios primarily of individual equities and low-cost ETFs, with selective use of bonds, options, and closed-end funds.
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