David M. Heck
David M. Heck
Chief Operating Officer | Senior Director
Industry Start Date:
1992
Heck Capital Advisors Start Date:
2007
Education:
B.S., Public Affairs with a concentration in Public Financial Management, Indiana University
Credentials:
Certified Investment Management Analyst (CIMA®) completed through University of Pennsylvania, Wharton School of Business; member of Investments & Wealth Institute™ (formerly known as "IMCA"); Accredited Investment Fiduciary (AIF®); Series 65, Uniform Investment Adviser Law Examination; Numerous Securities Examinations
Prior Work Experience:
Prior to founding Heck Capital Advisors, I worked as an Investment Advisor at The Heck Group which was part of a Wall Street firm.
Fun Fact:
I enjoy spending time with my family and drinking great wine.
What do you enjoy most about working at Heck Capital Advisors?
I enjoy working with great clients and a great team who goes above and beyond to service them.
What is the most rewarding part of your position?
Helping clients accomplish their goals is the most rewarding aspect of my job.
How are you involved in the community outside of work?
I serve on the Aspirus, Inc. Board of Directors and a member of the Finance Committee, President of the Hodag Schools Foundation (HSF), was previous Chair of the Rhinelander School District Strategic Planning Committee, and involved in the Forward Rhinelander Community Initiatives.
What are some of your hobbies/interests?:
Outside of work, I deeply enjoy family time and community involvement.
What do you hope to achieve for your clients?
Research and analysis, client communication, and understanding objectives and risk all factor into a successful relationship. I hope to achieve proactive advice and service for all our clients to help them accomplish their investment goals. This is not an understatement – it is constant work ethic to help clients.
