Profil
Mr. Joe Heintzman is Vice President at New Covenant Trust Co. N.A.
Mr. Heintzman was previously employed as Financial Advisor by Merrill Lynch & Co., Inc., Senior Vice President by J.J.B.
Hilliard, W.
L.
Lyons LLC Asset Management, and a Principal by New Covenant Funds.
Mr. Heintzman received his undergraduate degree from the University of Louisville.
Anciens postes connus de Joe Heintzman
| Sociétés | Poste | Fin |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/12/2006 |
J.J.B. Hilliard, W.L. Lyons LLC (Investment Management)
 J.J.B. Hilliard, W.L. Lyons LLC (Investment Management) Investment ManagersFinance .J.B. Hilliard, W.L. Lyons LLC (Investment Management) (Hilliard Lyons-IM) is the investment management division of J.J.B. Hilliard, W.L. Lyons LLC. They are a subsidiary of HL Financial Services LLC and their ultimate parent is Houchens Industries, Inc. The firm is headquartered in Louisville, Kentucky and was founded in 1965. Through their predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services Group. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons' own employees and Houchens Industries, Inc. of Bowling Green, Kentucky. Hilliard Lyons-IM provides investment services a variety of clients, including individuals, charitable organizations, corporations, ERISA accounts, and IRA accounts. | Corporate Officer/Principal | 31/07/2004 |
| New Covenant Funds | Corporate Officer/Principal | - |
New Covenant Trust Co., NA
 New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors. | Gestionnaire de Portefeuille-Actions | - |
Formation de Joe Heintzman
| University of Louisville | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
New Covenant Trust Co., NA
New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors. | Miscellaneous |
| New Covenant Funds | Miscellaneous |
| Merrill Lynch & Co., Inc. | Finance |
J.J.B. Hilliard, W.L. Lyons LLC (Investment Management)
J.J.B. Hilliard, W.L. Lyons LLC (Investment Management) Investment ManagersFinance .J.B. Hilliard, W.L. Lyons LLC (Investment Management) (Hilliard Lyons-IM) is the investment management division of J.J.B. Hilliard, W.L. Lyons LLC. They are a subsidiary of HL Financial Services LLC and their ultimate parent is Houchens Industries, Inc. The firm is headquartered in Louisville, Kentucky and was founded in 1965. Through their predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services Group. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons' own employees and Houchens Industries, Inc. of Bowling Green, Kentucky. Hilliard Lyons-IM provides investment services a variety of clients, including individuals, charitable organizations, corporations, ERISA accounts, and IRA accounts. | Finance |
