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David R. Heidel, Jr., CFP®, CTFA

Managing Director - President Minnesota

Expert profile image of David R. Heidel, Jr., CFP®, CTFA, Managing Director - President Minnesota -

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.

EDUCATION

He received a Bachelor Business Administration degree from the University of Wisconsin - Stevens Point and is an honors graduate of the Cannon Trust School.

CREDENTIALS

Dave has earned the Certified Trust & Financial Advisor (CTFA) designation and is a CERTIFIED FINANCIAL PLANNE™ (CFP ®) professional.

INTERESTS

Dave is passionate about history, economics, and the capital markets. An avid reader and traveler, he enjoys the teaching element of his job most. He and his wife, Beth have two daughters.

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.

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