David M. Heck CIMA®, AIF®
David Heck is the Chief Operating Officer of Heck Capital Advisors and founded the firm in 2007 along with his father and brother.
Dave graduated from Indiana University with a Bachelor of Science degree in Public Affairs with a concentration in Public Financial Management and began his investment career in 1992.
He earned the Certified Investment Management Analyst (CIMA®) designation through the University of Pennsylvania, Wharton School of Business. This designation demonstrates a focus on institutional consulting for investments while assessing risk for high profile clients. Additionally, Dave earned his Accredited Investment Fiduciary (AIF®) designation, which demonstrates his focus on the Global Fiduciary Standard of Excellence. . Dave’s primary responsibilities include advising select high-net-worth relationships, including institutions, corporations, individuals, and families.
Dave is dedicated to serving the Rhinelander and Northwoods community, and has led many community initiatives, and served on multiple boards. He currently serves on the Aspirus, Inc. Board of Directors and is a member of their Finance and Audit Committee. Dave is the past President of the Hodag Schools Foundation, a role he held for 25 years. Dave’s work with the Hodag Schools Foundation brought the Rhinelander “Hodag Dome” to fruition. The Hodag Dome is the largest air-supported high school dome in the country and allows students and community members to participate in sports and community activities year-round. Dave was awarded the Jefferson Award for public service for North Central Wisconsin in 2020 for the accomplishments to help research, fund, and collaborate to bring in the permanent Dome complex to Rhinelander. He is a former founding member of Forward Rhinelander, a community advocacy and action group dedicated to working for the betterment of the city of Rhinelander and surrounding communities.
Dave resides in Rhinelander, WI with his wife, Gina, and their four children. He enjoys spending time with his family and serving his community.
Heck Capital Advisors Start Date:
2007
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 incredible 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.
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.