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Andy Ballard joined Heartland Advisors in 2009 as a sales associate. His current responsibility is to build relationships with Registered Investment Advisors.
His past experience lends a unique insight into the needs of the RIA. Prior to joining Heartland, Andy worked as an analyst with a registered investment advisory firm. Earlier in his career he worked in the wealth management division of a regional investment bank helping financial professionals build client portfolios.
Andy attended Marquette University on an athletic and academic scholarship, graduating in 2006 with a Bachelor’s degree in Marketing and Commercial Real Estate Finance. He was captain of Marquette’s track and field team, competing in shot put and discus. On the weekends, he enjoys playing the guitar, traveling, and taking advantage of all that Milwaukee has to offer.
“In our experience working with RIAs, we know they appreciate transparent information about investment products that explain past performance and provide details about expected future performance. We make this a high priority.”
The above individual is a Registered Representative of ALPS Distributors, Inc.