HERON FINANCIAL GROUP, LLC

Introducing Karen Grund

June 8^th, 2010

We are delighted to announce that Karen Grund recently joined our firm as an operations and strategic planning specialist.  

Karen Grund

 Karen has 18 years experience with American Express in the Business Travel and Merchant Services divisions.  Previously, she was associated with American & Australian Global Portfolio Management and the Bank of New York in asset management.

Karen is a graduate of Duke University with a concentration in Political Science and holds an MBA from the Fuqua School of Business at Duke University.

In addition, Karen has been a member of the board and management council of the New York Junior League and was recognized as an Outstanding Volunteer in 2008.

Over the next few months, Karen will be connecting with all our clients as we continue to enhance our service offerings.

Karen can be reached at KarenGrund@HeronFinancialGroup.com.

                                                                                    Yours sincerely,                      

                                                                                    David Edwards
                                                                                    President 

Heron Financial Group, LLC, is an SEC registered investment advisor providing fully managed investment and wealth management services to individuals, families, trusts, defined benefit plans and corporations.

HERON FINANCIAL GROUP, LLC.

www.HeronCapital.com

(800) 99-HERON

TD>