David R. Heidel, Jr President - Minnesota
Education
- Bachelor Business Administration degree from the University of Wisconsin - Stevens Point
- Honors graduate of the Cannon Trust School
Credentials
- Certified Trust & Financial Advisor (CTFA) designation
- CERTIFIED FINANCIAL PLANNER™ (CFP ®) professional
Expertise
As president of Minnesota, Dave oversees the performance of the Minnesota office and manages relationships with clients, referral partners, and colleagues throughout the Northern Trust organization. He also serves as an investment manager for a select group of individuals and entities in the Minnesota market.
Experience
Dave leads Northern Trust's Minnesota office, providing banking and wealth management services to successful individuals, families, privately held businesses, foundations, endowments and institutions. Prior to joining the organization, he was a Regional Investment Director for the Central Region of The Private Client Reserve of U.S. Bank in Minneapolis. He has also held senior roles at JPMorgan Private Wealth Management and M&I Private Bank in Chicago and Milwaukee.