Rod Heckman
Senior Vice President, Senior Portfolio Advisor
- Role
- Senior Vice President, Senior Portfolio Manager at Northern Trust
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Rod Heckman
My 20 years of investment experience ranges from equity and asset allocation research to…
Experience
Senior Vice President, Senior Portfolio Manager
Jul 2007 — Present · US
As a Senior Portfolio Manager, my responsibilities include managing a large and sophisticated group of portfolios with exposure to equities, natural resources, fixed income and alternative assets, such as private equity and hedge funds. I oversee the asset allocation, manager selection, and security selection for a broad range of high net worth client portfolios including Trusts, IRA’s, Agency accounts, and Foundations.
Education
University of Wisconsin-Eau Claire
BS, Finance
1990 — 1994
Skills
- Equities
- Wealth Management
- Investments
- Asset Management
- Investment Management
- Retirement Planning
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Fixed Income
- Investment Advisory
- Asset Managment
- Portfolio Management
- Relationship Management
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