AeroLeads people directory · profile
Crissy Hebert, Msf Email & Phone Number
Senior Portfolio Manager
at
Haven Wealth Group, LLC
1 work email found
@havenwg.com
2 phones found area 713
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager
Location
Greater Houston, United States
Company size
Who is Crissy Hebert, Msf? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Crissy Hebert, Msf is listed as Senior Portfolio Manager at Haven Wealth Group, LLC, a with 12 employees, based in Greater Houston, United States. AeroLeads shows a work email signal at havenwg.com, phone signal with area code 713, and a matched LinkedIn profile for Crissy Hebert, Msf.
Crissy Hebert, Msf previously worked as Portfolio Manager at Haven Wealth Group, Llc and Analyst, Trading Manager, Accounting Manager at Haven Wealth Group, Llc. Crissy Hebert, Msf holds Master Of Science In Finance, Finance from University Of Houston, C.T. Bauer College Of Business.
Company email context
Email format at Haven Wealth Group, LLC
This section adds company-level context without repeating Crissy Hebert, Msf's masked contact details.
{first}@havenwg.com
89% confidence
AeroLeads found 1 current-domain work email signal for Crissy Hebert, Msf. Compare company email patterns before reaching out.
Profile bio
About Crissy Hebert, Msf
Crissy Hebert, Msf is a Senior Portfolio Manager at Haven Wealth Group, LLC. She possess expertise in investments, equities, financial analysis, valuation, finance and 7 more skills.
Listed skills include Investments, Equities, Financial Analysis, Valuation, and 8 others.
Current workplace
Crissy Hebert, Msf's current company
Company context helps verify the profile and gives searchers a useful next step.
Haven Wealth Group, Llc
4 roles
Crissy Hebert, Msf work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Analyst, Trading Manager, Accounting Manager
• Assist with buy and sell decisions of the firm’s investment committee using a successful investment process based on diligent sector and industry group analysis paired with fundamental valuation. • Independently perform rigorous company analysis which serves as an idea generator and investment thesis for equity holdings. Generalist research focus with an emphasis in the small cap biotechnology industry group.• Deliver marketing presentations describing investment philosophy and process to prospective private clients. Perform annual portfolio and strategy reviews for existing clients. Perform and compile Financial Plans for existing and prospective clients.• Preparation, execution, and allocation of trades for over 300 client accounts totaling $150 million in assets across two custodian trade platforms while giving consideration to client risk tolerance and equity targets. • Lead, manage, and coordinate an internship program. Responsibilities include recruiting, interviewing, and selection of prospective internship candidates. Foster professional growth of selected interns in equity analysis.• Preparation and financial analysis of intercompany corporate books for insurance, taxes, and internal use. Management of payroll and related intercompany accounting.
Accounting Controller
Osr Services, Lp
• Manage all financial aspects for OSR Services, LP, a national heat treating firm with offices located in Baytown, Texas and Inola, Oklahoma. • Responsibilities include cash flow analysis and management, preparation and financial analysis of intercompany corporate books for insurance, financing, taxes, and internal use. Management of payroll and related intercompany accounting. Commercial Risk & Employee Benefits Manager responsible for the preparation, analysis, and review of information required for annual renewal of commercial insurance lines and employee benefits.
Team & coworkers
Colleagues at Haven Wealth Group, LLC
Other employees you can reach at havenwg.com. View company contacts for 12 employees →
RP
Richea Powell, Cfa
Colleague at Haven Wealth Group, LlcHouston, Texas, United States
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RK
Ryan Kersh
Colleague at Haven Wealth Group, LlcGreater Houston, United States
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GR
Groendes Rosalie
Colleague at Haven Wealth Group, LlcHouston, Texas, United States
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CC
Coralee Cox
Colleague at Haven Wealth Group, LlcHouston, Texas, United States
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RA
Rebecca Arseneau
Colleague at Haven Wealth Group, LlcHouston, Texas, United States
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MG
Marc Goldstein
Colleague at Haven Wealth Group, LlcAtlanta, Georgia, United States
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Richea Powell, Cfa
Colleague at Haven Wealth Group, LlcHouston, Texas, United States
View →
RK
Ryan Kersh
Colleague at Haven Wealth Group, LlcGreater Houston, United States
View →
GR
Groendes Rosalie
Colleague at Haven Wealth Group, LlcHouston, Texas, United States
View →
CC
Coralee Cox
Colleague at Haven Wealth Group, LlcHouston, Texas, United States
View →
RA
Rebecca Arseneau
Colleague at Haven Wealth Group, LlcHouston, Texas, United States
View →
MG
Marc Goldstein
Colleague at Haven Wealth Group, LlcAtlanta, Georgia, United States
View →
3 education records
Crissy Hebert, Msf education
Master Of Science In Finance, Finance
Master'S Degree, Social Work
Bachelor'S Degree, Psychology
FAQ
Frequently asked questions about Crissy Hebert, Msf
Quick answers generated from the profile data available on this page.
What company does Crissy Hebert, Msf work for?
Crissy Hebert, Msf works for Haven Wealth Group, LLC.
What is Crissy Hebert, Msf's role at Haven Wealth Group, LLC?
Crissy Hebert, Msf is listed as Senior Portfolio Manager at Haven Wealth Group, LLC.
What is Crissy Hebert, Msf's email address?
AeroLeads has found 1 work email signal at @havenwg.com for Crissy Hebert, Msf at Haven Wealth Group, LLC.
What is Crissy Hebert, Msf's phone number?
AeroLeads has found 2 phone signal(s) with area code 713 for Crissy Hebert, Msf at Haven Wealth Group, LLC.
Where is Crissy Hebert, Msf based?
Crissy Hebert, Msf is based in Greater Houston, United States while working with Haven Wealth Group, LLC.
What companies has Crissy Hebert, Msf worked for?
Crissy Hebert, Msf has worked for Haven Wealth Group, Llc and Osr Services, Lp.
Who are Crissy Hebert, Msf's colleagues at Haven Wealth Group, LLC?
Crissy Hebert, Msf's colleagues at Haven Wealth Group, LLC include Richea Powell, Cfa, Ryan Kersh, Groendes Rosalie, Coralee Cox, and Rebecca Arseneau.
How can I contact Crissy Hebert, Msf?
You can use AeroLeads to view verified contact signals for Crissy Hebert, Msf at Haven Wealth Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Crissy Hebert, Msf attend?
Crissy Hebert, Msf holds Master Of Science In Finance, Finance from University Of Houston, C.T. Bauer College Of Business.
What skills is Crissy Hebert, Msf known for?
Crissy Hebert, Msf is listed with skills including Investments, Equities, Financial Analysis, Valuation, Finance, Management, Mutual Funds, and Microsoft Excel.
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