Tressa J. Hastreiter

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Profile

Ms. Tressa J.
Hastreiter is Investment Data Analyst at Heck Capital Advisors LLC.
She began her investment career in 2010 after working 10 years in corporate business administration.
As a part of Heck Capital Advisors, Ms. Hastreiter is responsible for preparing client reports, performance reporting and presentations.
She assists in mutual fund searches, completing performance examinations and attribution analysis.
In addition, she provides client service support, investment software system support, and administrative/human resources assistance.
She has a Professional of Human Resources (PHR) designation and passed the Series 65, Uniform Investment Adviser Law Examination.
Ms. Hastreiter holds a Bachelor of Business Administration degree from University of Wisconsin - Madison.

Former positions of Tressa J. Hastreiter

Companies	Position	End
Heck Capital Advisors LLC Heck Capital Advisors LLC Investment ManagersFinance Heck Capital manages three primary investment programs (Asset Allocation, Equity & Fixed Income Securities, and Indexing) with multiple style options to allow clients to diversify or concentrate investments along the risk/return spectrum of their choice. The firm’s portfolio managers incorporate a top-down macro analysis and a bottom-up quantitative/qualitative strategy to screen thousands of mutual funds, equities, and fixed income securities.	Corporate Officer/Principal	2012-05-31
UnitedHealth Group Ventures LLC UnitedHealth Group Ventures LLC Investment ManagersFinance UnitedHealth Group invests in companies located in United States. The firm targets companies operating in the fields of the health technology sector. It provides financing for buyout and early stage capital requirements.	Corporate Officer/Principal	2008-11-30
University of Wisconsin Hospitals & Clinics Authority University of Wisconsin Hospitals & Clinics Authority Hospital/Nursing ManagementHealth Services Provides healthcare services	Corporate Officer/Principal	2005-09-30
Charter Communications Operating LLC Charter Communications Operating LLC Cable/Satellite TVConsumer Services Functions as a financing subsidiary/special purpose entity	Corporate Officer/Principal	2003-02-27

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Private companies	5
Charter Communications Operating LLC Charter Communications Operating LLC Cable/Satellite TVConsumer Services Functions as a financing subsidiary/special purpose entity	Consumer Services
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Wisconsin Hospitals & Clinics Authority University of Wisconsin Hospitals & Clinics Authority Hospital/Nursing ManagementHealth Services Provides healthcare services	Health Services
Heck Capital Advisors LLC Heck Capital Advisors LLC Investment ManagersFinance Heck Capital manages three primary investment programs (Asset Allocation, Equity & Fixed Income Securities, and Indexing) with multiple style options to allow clients to diversify or concentrate investments along the risk/return spectrum of their choice. The firm’s portfolio managers incorporate a top-down macro analysis and a bottom-up quantitative/qualitative strategy to screen thousands of mutual funds, equities, and fixed income securities.	Finance
UnitedHealth Group Ventures LLC UnitedHealth Group Ventures LLC Investment ManagersFinance UnitedHealth Group invests in companies located in United States. The firm targets companies operating in the fields of the health technology sector. It provides financing for buyout and early stage capital requirements.	Finance