Heck Happenings

Heck Capital recognizes John Reinthaler and Donna Blamberg for hitting major tenure milestones in the service of our clients.

John Reinthaler, Director of Client Relationships and Vice President of Investment Planning, celebrated his 20+ year tenure with Heck Capital.

Heck Capital is excited to welcome Maria Cristina Cornejo. Maria is a Financial Planning / Client Relationships Associate at Heck Capital. In this role, Maria will work closely with the Client Service team and the Investment Advisors to deliver a comprehensive, high touch client experience.

Heck Capital is now hiring a Client Service and Marketing Associate for our Milwaukee office. We are looking for candidates interested in working in a fast-paced, challenging, and professionally rewarding environment.

We are pleased to announce the promotion of Connor Showalter to Senior Associate. Connor works in Portfolio Management and Analytics and has passed the Investment Advisor Examination and is currently a level two candidate in the CFA program.

Heck Capital caps off another successful Light It Up Blue campaign! Thank you to everyone who participated and helped raise awareness for Autism this April.

We are pleased to announce the promotion of Otona Lavendar to Senior Associate. Otona’s role within Client Service is to work closely with our advisors to facilitate client requests, and strengthen client relationships.

Heck Capital is excited to announce new services to help invest, grow, and protect for your family and/or corporation’s legacy in 2018. We value our client relationships. We also are approachable, accessible, and accountable.

We are pleased to announce the promotion of Ben Opsal to Senior Associate.

Heck Capital is pleased to provide enhancements to our Portfolio Management Strat­egies. See below for details regarding our new and updated investment styles.