Pamela P. Bishop CIPM
Pam Bishop is a member of our Analytics team, serving as Senior Director and is based in the Rhinelander office. Pam began her investment career in 1988 working for a Wall Street firm for 19 years performing several different functions, ranging from client service, to operations, to asset gather to analytics. Pam earned her Certificate in Investment Performance Measurement (CIPM) awarded by the Chartered Financial Analysts Institute (CFA). The CIPM program consists of two levels of exams and develops skills in effective investment performance and risk evaluation, manager selection, and investment reports grounded in accountability. Pam is also a Registered Investment Advisor Representative and has earned numerous securities examinations.
Pam’s primary responsibilities include processing all monthly and quarterly billing, overseeing and preparing the third party audit of our investment strategies and preparing all daily, monthly and quarterly client reviews and reports. Pam also serves on Heck Capital's Executive Board and Leadership Committee.
Pam sits as the Secretary for Habitat for Humanity Northwoods Wisconsin, Inc. whose vision is to bring people and communities together to create a world where everyone has a decent place to live. Pam finds it rewarding watching each family receive their new home, providing them a safe and warm place to live.
Pam resides in Rhinelander, WI with her husband, Rick. Pam enjoys spending time with her 3 children, 5 grandchildren and extended family, boating, golfing, travelling and cheering on Wisconsin sports teams.
Heck Capital Advisors Start Date:
I am deathly afraid of sharks; however, I have to watch all shark movies and my all-time favorite movie is Jaws.
What do you enjoy most about working at Heck Capital Advisors?
It is a pleasure working for a company that puts its clients’ needs first. The client is always the first priority at Heck Capital Advisors.
What is the most rewarding part of your position?
The most rewarding part of my position is making sure the client receives an accurate and state-of-the-art review of their portfolios.