Benjamin C. Opsal

Benjamin C. Opsal CFA

Portfolio Management / Investment Analyst Associate Director

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’s primary responsibilities include rebalancing and trading client accounts to accommodate new assets, portfolio withdrawals, and changes to investment strategy. Ben also contributes to marketing and communication initiatives and assists in other analytical functions for Heck Capital. Ben resides in Rhinelander, WI and enjoys playing golf.

 

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 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.

How are you involved in the community outside of work?
I am a board member of Headwaters, Inc. serving as Vice President, as well as a member of the YMCA of the Northwoods Board of Directors.