Donna Blamberg, Director of Operations at Heck Capital Advisors, recently completed the NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation.
Heck Capital Insights
Nils Dillon, Investment Performance Analyst, has earned the Certificate in Investment Performance Measurement (CIPM) professional designation from the Chartered Financial Analysts (CFA) Institute.
Robert Heck provides recommendations on bond strategy in "The Great Bond Conundrum" in the April 14, 2012 issue of Barron’s magazine.
Gary Kellen, ChFC®, CLU® has earned the Chartered Advisor for Senior Living® professional designation, a rigorous credential for financial advisors with expertise in senior and retirement planning.
Robert Heck was recently named one of the Top 100 financial advisors in the country for 2012 and will be profiled in "Americas Top Financial Advisors of 2012" book due out this month.
Heck Capital is honored to be ranked as one of the 2012 Top 100 Independent Advisory Firms. With this recognition, we reaffirm our commitment to building successful client relationships.
Donna Blamberg recently completed the Investment Adviser Core Compliance Training Program, receiving a Certificate of Achievement.