Joel Hefner
Head of National Relationship Group at Dimensional Fund Advisors
- Role
- Head of National Relationship Group & Vice President at Dimensional Fund Advisors
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Joel Hefner
Joel H. Hefner is Head of National Relationship Group and a Vice President with Dimensional Fund Advisors. A former senior manager of a Big Five accounting firm, Joel was also the chief portfolio manager for a large fee-only advisory firm, managing more than $1 billion in client accounts.A CFA Charterholder, Joel graduated Magna Cum Laude with a B.A. in economics and political science from California State University, Chico and an M.A. in economics from the University of California, Santa Barbara.Specialties: Extensive public speaking, leading study groups, running conferences, advisor education on capital markets, sharing advisor best practices, creating brand awareness
Experience
Head of National Relationship Group & Vice President
Jun 1998 — Present · Austin, TX, US
Education
California State University, Chico
B.A.
1987 — 1991
UC Santa Barbara
M.A.
1991 — 1992
Skills
- Retirement Planning
- Business Strategy
- Customer Service
- Project Management
- Investments
- Risk Management
- Public Speaking
- Budgets
- Wealth Management
- Financial Analysis
- Insurance
- Portfolio Management
- Strategic Financial Planning
- Asset Managment
- New Business Development
- Microsoft Office
- Strategic Planning
- Powerpoint
- Microsoft Excel
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