Profil
Mr. Connor J.
Showalter, CFA, is an Associate Director & Retirement & Institutional Advisor at Heck Capital Advisors LLC.
He is a member of the Research/Analytics team, serving as an Associate Director with a focus on Portfolio Management & Research and is based in Heck Capital’s Rhinelander office.
Since starting at Heck Capital in 2015, Mr. Showalter has worked with client portfolios and managing Heck Capital's portfolios.
Mr. Showalter'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.
He graduated from Marquette University in 2015 with a Bachelor of Science degree in Business Administration with an emphasis in Finance.
He earned his Chartered Financial Analyst (CFA) charter in 2019.
Aktive Positionen von Connor J. Showalter
| Unternehmen | Position | Beginn |
|---|---|---|
Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital manages three primary investment programs (Asset Allocation, Equity & Fixed Income Securities, and Indexing) with multiple style options to allow clients to diversify or concentrate investments along the risk/return spectrum of their choice. The firm’s portfolio managers incorporate a top-down macro analysis and a bottom-up quantitative/qualitative strategy to screen thousands of mutual funds, equities, and fixed income securities. | Analyst-Equity | 01.06.2015 |
Ausbildung von Connor J. Showalter
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Marquette University
Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital manages three primary investment programs (Asset Allocation, Equity & Fixed Income Securities, and Indexing) with multiple style options to allow clients to diversify or concentrate investments along the risk/return spectrum of their choice. The firm’s portfolio managers incorporate a top-down macro analysis and a bottom-up quantitative/qualitative strategy to screen thousands of mutual funds, equities, and fixed income securities. | Finance |
















