Jack Wasserman
Associate
Jack Wasserman is a member of the Institutional Advisory Services team, serving as an Investment Analyst Associate, and is based in Heck Capital’s Rhinelander office. Jack graduated with distinction from the University of Wisconsin-Madison with a Bachelor of Business Administration, majoring in Finance, Investment, and Banking. Jack is a Chartered Financial Analyst® (CFA) Level 2 Candidate and is working towards additional professional certifications.
At Heck Capital, Jack’s primary responsibilities include providing detailed reporting, research, due diligence, and in-depth analytics to advisors and consultants who serve high-net-worth individuals, corporations, foundations, endowments, and defined contribution and benefit plans. Throughout high-school and college, Jack has volunteered and participated in food drives including the annual Hartland Food Pantry Drive at the Holiday Train Event, and the Ronald McDonald House Charity Drive through the Finance and Investment Society (FIS) at UW-Madison. He is looking forward to serving his new community of Rhinelander.
Heck Capital Advisors Start Date:
2025
Fun Fact:
I have solo backpacked through Europe.
What do you hope to achieve for your clients?
I hope to use my skillset to deliver top-quality research, analysis, and reporting to ensure the best possible results for clients and ensure they can monitor and review their accounts in a transparent and efficient manner.
What is the most rewarding part of your position?
My position enables me to continually develop my knowledge and skills as an investment professional. I get to research, analyze, and report on a wide range of investments, strategies, market trends, and more to ensure the best possible recommendations are made to our client’s portfolios.