R. Brandt Heitzman

Former Director-Operations at Rushmore Investment Advisors, Inc.

R. Brandt Heitzman

R. Brandt Heitzman

Former Director-Operations at Rushmore Investment Advisors, Inc.

Biography

Mr. R. B. Heitzman is a Director-Operations at Rushmore Investment Advisors, Inc.Mr. Heitzman's background in the investment industry is heavily emphasized on the daily operations and client servicing of accounts.Mr. Heitzman graduated from Southern Methodist University in 1994 with a B.A. degree in Art History and is currently completing his Masters Degree in Art History.

Overview
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Southeast Market Leader & Senior Wealth Advisor at Boston Private Financial Holdings, Inc.

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Chief Investment Officer at EQIS Capital Management, Inc.

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Managing Partner at Ae Industrial Partners LP

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Vice President & Portfolio Manager at River Road Asset Management LLC

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Former Finance Director at DIRECTV Latin America LLC

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Former Director-Portfolio Trading & Operations at Rushmore Investment Advisors, Inc.

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Managing Director at Silicon Valley Bank

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Professional at Howard Financial Services Ltd.

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Former Portfolio Manager at Rushmore Investment Advisors, Inc.

Relationship likelihood: Average

Former Founder, President & Chief Investment Officer at Rushmore Investment Advisors, Inc.

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R. Brandt Heitzman
Former Director-Operations at Rushmore Investment Advisors, Inc.
Education

Southern Methodist University is a private university near the center of Dallas. SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Career History
Director-Operations
Prior

Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals

Other Affiliations

R. Brandt Heitzman is affiliated with Rushmore Investment Advisors, Inc.

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