Benjamin C. Opsal, CFA
Benjamin C. Opsal, CFA
Portfolio Management / Investment Analyst
Senior Associate
Industry Start Date:
2014
Heck Capital Advisors Start Date:
2014
Education:
B.S., Finance with an emphasis in Investment Analysis, Minors in Business Administration and Accounting, Minnesota State University – Mankato
Credentials:
Chartered Financial Analyst® (CFA®) charter; Series 65, Uniform Investment Adviser Law Examination
Awards/Recognition:
Graduated Summa Cum Laude; Chosen to participate in the Minnesota State University Student Investment Fund
Fun Fact:
I am an avid golfer and maintain a low single-digit handicap index.
What is the most rewarding part of your position?
Being involved in making decisions that have a real, positive financial impact for our clients.
What are some of your hobbies/interests?
I participate in various competitive amateur golf events in the area during the summer months.
What do you enjoy most about the research process?
I enjoy the dynamic nature of markets, gauging how those changes will impact clients’ investments and determining a portfolio strategy to best capitalize on the opportunities present in the market today.
