David S. Heiss
Senior Relationship Manager with Alpine Hill Advisors, LLC
- Role
- Senior Relationship Manager at Alpine Hill Advisors
- Location
- Westport, CT, US
- LinkedIn followers
- 500 followers
About David S. Heiss
Over twenty years of experience in the investment management field managing and performing trade executions, working with leading institutional money managers, hedge funds,family offices,pension funds, and high net worth clients, leveraging expertise, technology and operational infrastructure to attract and retain customer\'s loyalty.Active relationships with many decision makers at large hedge funds and institutions[in bothequity and fixed income space], while maintaining strong relationships with high level allocatorsin the pension management, family office,RIA, and wealth management space.FINRA licenses: 7, 24, 55, 63
Experience
Senior Relationship Manager
May 2024 — Present · Westport, CT, US
Alpine Hill Advisors, LLC (“Alpine Hill”) is a registered investment advisor. Alpine Hill provides investment advisory and related services for clients nationally. Alpine Hill will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://alpinehilladvisors.com
Skills
- Equity Trading
- Fixed Income
- Finra
- Investments
- Trading Systems
- Risk Management
- Alternative Investments
- Series 63
- Options
- Finance
- Electronic Trading
- Securities
- Hedge Funds
- Equities
- Equity Derivatives
- Capital Markets
- Series 7
- Etfs
- Financial Markets
- Trading
- Bloomberg
- Management
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