People Moves

Heartland Reveals New Client Advisory Council Line-Up

Sandra Kilhof Reporter 9 September 2013

Heartland Reveals New Client Advisory Council Line-Up

Wisconsin-headquartered Heartland Advisors has announced the members of its 2013-2014 Registered Investment Advisor Advisory Council, which represents clients' views towards the firm.

The RIA Advisory Council will first convene on September 19 in conjunction with Heartland’s annual due diligence event for financial intermediaries and analysts, to be held in Milwaukee, WI.

“This group’s insights have already helped to evolve how we go about delivering client service. The RIA Advisory Council provides invaluable perspective that helps us stay focused on client needs as we move forward on strategic initiatives,” said Dave Ribbens, executive vice president and head of distribution at Heartland.

This year’s advisory council consists of five RIAs from across the US, including Ross Bramwell, director of investments at Cornerstone Wealth Management; Charlie Jones, president of Charles D Jones Capital Management; James Oliger, senior fund analyst at the Wealthquest Corporation; Scott Ranby, investment assistant at Kuhn and Associates; and Stephen Tally, chief executive at BFT Financial Group.

None of the advisors mentioned are otherwise affiliated with Heartland Advisors, the firm said.

Heartland Advisors is an independent equity value investment manager based in Milwaukee,WI .

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