Connor J. Showalter

Connor J. Showalter CFA

Portfolio Management / Research Analyst Senior Associate

Connor Showalter is a member of our Research / Analytics team, he serves as a Senior Associate with a focus on Portfolio Management & Research and is based in Heck Capital’s Rhinelander office. Connor’s primary responsibilities include serving on Heck Capital’s Investment Committee, managing Heck Capital’s portfolios, researching fund managers & equities, meeting with Institutional & individual clients, and leading Heck Capital’s Technology Committee. Connor resides in Rhinelander, WI with his daughter, Olivia, and their dog Mocha. Connor enjoys spending time hiking with Olivia, riding his motorcycle and snowmobile, snowshoeing during the winter, and watching his favorite sports teams, the St. Louis Blues and St. Louis Cardinals.

 

Industry Start Date:
2014

Heck Capital Advisors Start Date:
2015

Education:
B.S., Business Administration with an emphasis in Finance, Marquette University

Credentials:
Chartered Financial Analyst® (CFA®) charter, Series 65, Uniform Investment Adviser Law Examination

Awards/Recognition:
Accepted into the Applied Investment Management Program (AIM) at Marquette University – receiving hands-on academic and financial analysis experience, including an opportunity to actively manage domestic and international equity and fixed-income portfolios.

Prior Work Experience:
I performed manager research as an intern at an investment consulting firm prior to joining Heck Capital Advisors.

Fun Fact:
My favorite sport is hockey and I am a huge St. Louis Blues fan.

What do you enjoy most about working at Heck Capital Advisors?
Heck Capital Advisors has a great team atmosphere that is contagious and drives us all to work even harder for our clients. I especially appreciate that all of our employees support each other and promote an environment of teamwork and cooperation.

What do you enjoy most about the research process?
Heck Capital Advisors has a rigorous research process which promotes continuous improvement among team members. We conduct in depth research in many asset classes and investment vehicles including stocks, bonds, ETFs, and mutual funds. We have devised proprietary screening and scoring systems for many of our areas of research which are routinely updated and improved. Finally, I enjoy helping the client to find differentiated investments and the performance they seek to meet their goals.

How are you involved in the community outside of work?
I serve as Treasurer for the Rhinelander Chamber of Commerce and am a member of the Rotary Club of Rhinelander.