Pamela P. Bishop CIPM
Senior Director
Pam Bishop is an Investment Operations Officer and Senior Director at Heck Capital Advisors. She is based in Heck Capital’s Rhinelander office. Pam began her investment career in 1988 working for a Wall Street firm for 19 years performing several different functions, ranging from client service, to operations, to asset gathering to analytics.
Pam earned her Certificate in Investment Performance Measurement (CIPM) awarded by the Chartered Financial Analysts Institute (CFA). The CIPM program consists of two levels of exams and develops skills in effective investment performance and risk evaluation, manager selection, and investment reports grounded in accountability. Pam is also a Registered Investment Advisor Representative .
Pam’s primary responsibilities include processing all monthly and quarterly billing, overseeing and preparing the third-party audit of our investment strategies and preparing all daily, monthly and quarterly client reviews and reports.
Pam resides in Rhinelander, WI with her husband, Rick. She enjoys spending time with her three children, five grandchildren and extended family, boating, golfing, travelling and cheering on Wisconsin sports teams.
Heck Capital Advisors Start Date:
2007
Fun Fact:
I am deathly afraid of sharks; however, I have to watch all shark movies and my all-time favorite movie is Jaws.
What do you enjoy most about working at Heck Capital Advisors?
It is a pleasure working for a company that puts its clients’ needs first. The client is always the first priority at Heck Capital Advisors.
What is the most rewarding part of your position?
The most rewarding part of my position is making sure the client receives an accurate and state-of-the-art review of their portfolios.