Michael J. Bogard, CFA
Michael J. Bogard, CFA
Business Development / Marketing Associate Director
Industry Start Date:
2012
Heck Capital Advisors Start Date:
2016
Education:
B.A, Economics with honors, Grinnell College
Credentials:
Chartered Financial Analyst® (CFA®) charter; Series 65, Uniform Investment Adviser Law Examination
Prior Work Experience:
Prior to Heck Capital Advisors, I worked for an investment management firm where I performed research, calculated and allocated trade orders, processed corporate action elections, and performed pre-and-post trade compliance monitoring for mutual funds and separately managed accounts.
Fun Fact:
I was once featured on ESPN's "Top 10 Plays" for football.
What do you enjoy most about working at Heck Capital Advisors?
I enjoy that everyone at Heck Capital Advisors is driven by the same goal: creating a comprehensive, genuine, and successful relationship with all of our clients in order to help them achieve their objectives.
What is the most rewarding part of your position?
I get to meet and work alongside smart, interesting, and charismatic people every single day.
How are you involved in the community outside of work?
I’m a member of the SecureFutures Investment Conference Committee Board.
What are some of your hobbies/interests?
Playing and watching sports, running, fishing, camping, and spending time with my family.
What do you hope to achieve for your clients?
At the end of the day, I want each client to know how much we truly value our relationship and how seriously we take our role in helping provide guidance and simplification to a very challenging aspect of everyday life. We will always strive to create a top-notch client service experience and that is reflected in every decision we make as a firm. Lastly, I hope our clients find the relationships formed with Heck Capital Advisors as gratifying as the results we’re able to achieve for them.
