Samuel J. Rufer
Associate
Sam Rufer is a member of our Research / Analytics team, serving as an Investment Analyst Associate and is based in Heck Capital’s Milwaukee office. Sam began his investment career in 2022 after graduating Magna Cum Laude from Catawba College in 2021 earning his Bachelor of Science degree in Mathematical Finance and Bachelor of Arts degree in Economics. While at Catawba College, Sam was chosen to be a part of the Business & Communication Honors Society, Kappa Mu Epsilon (Mathematics & Computer Science Honors Society), Phi Epsilon (Honorary Scholastic Society) and was a member of the Student Managed Investment Fund. Sam passed his Series 65, Uniform Investment Adviser Law Examination in 2022.
Sam’s primary responsibilities include providing detailed reporting, due diligence and in-depth analytics to the advisors and consultants who serve high net worth individuals, corporations, foundations, endowments, defined contribution and defined benefit plans. Sam also functions as a trader for Heck Capital and is responsible for performing daily, monthly, and yearly transactions for clients as well as block trading, ensuring the uniformity of our investment styles.
Sam resides in Brookfield, WI and enjoys spending time with family and friends, traveling, listening to music, and playing basketball. He enjoys helping others whether it be delivering meals to the elderly with his grandmother or helping raise money in his hometown Salvation Army.
Heck Capital Advisors Start Date:
2022
Fun Fact: I played basketball in college.
What do you enjoy most about working at Heck Capital Advisors?
I really enjoy the family like atmosphere the firm has in place. We all work together and do our part to ensure we can get the best possible results for our clients.
What do you enjoy most about the research process?
I enjoy being a part of the research process as it allows for my constant development as an investment professional. I get to look at all the various products in the investment world and analyze each of their particular strengths and weakness as I determine where they fall in each of our respective model accounts and individual client portfolios.