Our Team
Tristan Velez stands confidently in a gray suit jacket and blue striped shirt, looking at the camera with a slight smile. The background is softly blurred with warm colors.

Tristan Velez

Senior Vice President of Finance

Tristan joined New Heritage Capital in 2006 and is responsible for the firm’s accounting and internal finances. He oversees the preparation of financial statements, cash management, tax compliance and investor reporting. He is a member of the Private Equity CFO Association and the Treasurer’s Club of Boston.

Education

  • University of Windsor (Ontario) – BS and MBA

Experience

  • Investors Bank & Trust (Alternative Investments Group)
  • Bisys Hedge Fund Services

“Technical expertise is not always enough. Most successful entrepreneurs are masters in human engineering – leading, developing and empowering people.”

Passions & More

  • Traveling and discovering new places
  • Soccer dad and loyal sideline cheerleader
  • Trying new Boston restaurants
  • Happy anywhere near the beach or on the water
  • Exploring Maine’s towns, trails and coastlines
  • Aspiring Francophone
A man in sunglasses and a cap smiles while sitting outdoors by the water with a tray holding a cooked lobster, an ear of corn, and a cup of sauce.