David Heidel
David Heidel

David Heidel Senior Investment Officer

Joined Northern Trust

2015

Education

  • Bachelor of Business Administration, University of Wisconsin –Stevens Point
  • Honors graduate, Cannon Trust School

Credentials

  • Certified Financial Planner, CFP®
  • Certified Trust and Fiduciary Advisor, CTFA

Expertise

Understanding the functioning of the capital markets and translating that understanding into actionable investment advice is Dave's core skill. Effectively communicating that information is Dave's favorite part of his role.

Experience

Prior to joining Northern Trust, Dave was a Regional Investment Director for the Central Region of The Private Client Reserve of U.S. Bank. He has advised high net worth clients with investment management and financial planning for over 25 years in the Chicago, Milwaukee and Twin Cities markets. He has held senior roles at firms including, JPMorgan Private Wealth Management, The Private Client Reserve of U.S. Bank and M&I Private Bank.