David M. Heck CIMA®, AIF®
David Heck is the Chief Operating Officer / Senior Director of Heck Capital. Dave began his investment career in 1992 and is a Portfolio Manager for the Diversified Investment styles and the Strategic Index Investment styles, performing investment research that supports our institutional and individual client portfolios. Dave graduated from Indiana University with a Bachelor of Science degree in Public Affairs with a concentration in Public Financial Management and has earned advanced investment designations. The Certified Investment Management Analyst (CIMA®) was awarded through the University of Pennsylvania, Wharton School of Business which demonstrates the focus on institutional consulting for investments while assessing risk for high profile clients. Additionally, Dave earned his Accredited Investment Fiduciary (AIF®) designation, which demonstrates priorities and focus on the Global Fiduciary Standard of Excellence. Dave also passed his Series 65, Uniform Investment Adviser Law Examination.
Dave’s primary responsibilities include researching and monitoring the Heck Capital's Institutional and Consulting programs. In this role, Dave is responsible for conducting investment manager research and screening, Investment Policy Statement (IPS) creation and monitoring, service provider benchmarking, watch list monitoring, and Fiduciary documentation. In addition, Dave works with select high-net-worth relationships, providing investment advice and planning services, and establishing new client relationships. Dave is well suited to work with institutions and high-net-worth families. Institutional experience with company boards and investment committees allows him to uniquely assist institutions in shaping their investments along with coordinating trust and tax services.
Dave has served on multiple boards and has been involved in various community initiatives. He currently serves on the Aspirus, Inc. Board of Directors and is a member of their Finance and Audit Committee. Dave is also President of the Hodag Schools Foundation from its inception bringing the Hodag Dome to fruition in Rhinelander which is the largest air-supported high school dome in the country allowing for students and community members to participate in sports and community activities year-round. Dave was awarded the Jefferson Award for public service for North Central Wisconsin in 2020 for the accomplishments to help research, fund, and collaborate to bring in the permanent Dome complex to Rhinelander; and is a former founding member of Forward Rhinelander, a community advocacy and action group dedicated to working for the betterment of the city of Rhinelander and surrounding communities.
Dave resides in Rhinelander, WI with his wife, Gina, and their four children, and dog. He enjoys spending time with his family and servicing his community.
Heck Capital Advisors Start Date:
I enjoy spending time with my family and drinking great wine.
What do you enjoy most about working at Heck Capital Advisors?
I enjoy working with incredible clients and a great team who goes above and beyond to service them.
What is the most rewarding part of your position?
Helping clients accomplish their goals is the most rewarding aspect of my job.
What do you hope to achieve for your clients?
Research and analysis, client communication, and understanding objectives and risk all factor into a successful relationship. I hope to achieve proactive advice and service for all our clients to help them accomplish their investment goals. This is not an understatement – it is constant work ethic to help clients.