Connor J. Showalter
Connor J. Showalter, CFA
Portfolio Management / Research Analyst
Senior Associate
Industry Start Date:
2014
Heck Capital Advisors Start Date:
2015
Education:
B.S., Business Administration with an emphasis in Finance, Marquette University
Credentials:
Chartered Financial Analyst® (CFA®) charter, Series 65, Uniform Investment Adviser Law Examination
Awards/Recognition:
Accepted into the Applied Investment Management Program (AIM) at Marquette University – receiving hands-on academic and financial analysis experience, including an opportunity to actively manage domestic and international equity and fixed-income portfolios.
Prior Work Experience:
I performed manager research as an intern at an investment consulting firm prior to joining Heck Capital Advisors.
Fun Fact:
My favorite sport is hockey and I am a huge St. Louis Blues fan.
What do you enjoy most about working at Heck Capital Advisors?
Heck Capital Advisors has a great team atmosphere that is contagious and drives us all to work even harder for our clients. I especially appreciate that all of our employees support each other and promote an environment of teamwork and cooperation.
What do you enjoy most about the research process?
Heck Capital Advisors has a rigorous research process which promotes continuous improvement among team members. We conduct in depth research in many asset classes and investment vehicles including stocks, bonds, ETFs, and mutual funds. We have devised proprietary screening and scoring systems for many of our areas of research which are routinely updated and improved. Finally, I enjoy helping the client to find differentiated investments and the performance they seek to meet their goals.
