Benjamin C. Opsal CFA
Ben Opsal is a member of our Analytics team, serving as a Portfolio Management / Investment Analyst Associate Director and is based in Heck Capital’s Rhinelander office. Ben graduated Summa Cum Laude from Minnesota State University - Mankato in 2014 with a Bachelor of Science degree in Finance with an emphasis in Investment Analysis and minors in Business Administration and Accounting and has earned advanced investment designations. He was also chosen to participate in the Minnesota State University Student Investment Fund. Ben began his investment career in 2014 and earned his Chartered Financial Analyst® (CFA®) charter in 2018. A Chartered Financial Analyst® (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. Ben also passed his Series 65, Uniform Investment Adviser Law Examination in 2015.
Ben’s primary responsibilities include rebalancing and trading client accounts to accommodate new assets, portfolio withdrawals, and changes to investment strategy. In addition, Ben contributes to marketing and communication initiatives and assists in other analytical functions for Heck Capital. Ben also serves on Heck Capital's Executive Board.
Ben has served on multiple boards and is involved in various community initiatives including currently serving on the YMCA of the Northwoods Board of Directors and is a member of their Finance Committee. He is also a member of the Board of Directors for The Headwaters Foundation, and the Vice President of the Headwaters Inc. Board of Directors, which provides individualized services for people with disabilities, designed to maximize each person's daily living and vocational skills to be integrated into the community as fully as is possible. Ben won the Top 10 Under 40 award from the Rhinelander Area Chamber of Commerce for 2019.
Ben resides in Rhinelander, WI and enjoys spending time with friends and family, playing golf, and engaging in the many other activities found in the Northwoods of Wisconsin.
Heck Capital Advisors Start Date:
2014
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 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.