Dan Heckman Email & Phone Number

I identify long-range, strategic and shorter term tactical approaches to investment allocations, including providing direction to investment professionals. I work directly with key clients and partner with portfolio managers to provide services and recommendations to their clients. I collaborate with family offices, institutional clients and high net worth and ultra high net worth individuals and families.I am a member of the firm’s Investment Management Executive Committee, which focuses on creating appropriate strategies to meet client needs, and the Asset Management Committee, responsible for providing direction on money management strategies. I serve on the Mosaic Life Care Hospital Board of Trustees along with serving on the Finance, Scholarship Grant, and Executive Compensation committee's. Mosaic has been widely recognized as one of the top accredited care organization's (ACO's) in the countryI provide regular commentary to a wide range of media sources, including CNBC, The Wall Street Journal, Barron's and Bloomberg News about:- The global markets and economy- Equities and fixed-income investments- The Federal Reserve's policy making and the FOMC- munis and investing in munis- alternative investments and options- energy and commodities

Listed skills include Wealth Management, Investment Management, Asset Management, Portfolio Management, and 26 others.