Welcome Mike BogardSubmitted by Heck Capital Advisors on March 8th, 2016
Heck Capital is pleased to welcome Mike Bogard to our team. Mike is a Business Development and Client Relationship Associate. In this role, Mike works closely with the Client Service team and the Investment Advisors to deliver a comprehensive, high touch client experience. Mike’s responsibilities include establishing client relationships and developing business initiatives. Additionally, Mike helps coordinate all marketing, advertising, and publicity efforts at Heck Capital. Mike is a graduate from Grinnell College in Grinnell, IA where he earned a Bachelor of Arts Degree, with Honors, in Economics. During Mike’s student career, he was elected by his peers to co-manage the Student Endowment Investment Committee, which independently managed a sleeve of the College’s Endowment Fund. Mike joins Heck Capital after spending more than four years at Harris Associates in Chicago, IL. There, Mike contributed to the investment research, fund accounting, and trade coordination groups while working closely with the Portfolio Managers on the firm’s investment process. Mike recently passed Level II of the Chartered Financial Analyst (CFA) Program and is a 2017 Level III Candidate in the CFA Program. The CFA program is a globally recognized, graduate level curriculum that provides candidates with a strong foundation of portfolio management skills and practical knowledge in today's investment industry, emphasizing the highest ethical and professional standards. Heck Capital is excited to have Mike join our team and we look forward to his contributions.