Bassel Fouad

Bassel Fouad is an Investment Analyst Associate on our Research/Analytics team, based in Heck Capital's Milwaukee office. He launched his investment career in 2023 shortly after earning a Bachelor of Science in Finance from Marquette University, where he participated in the Applied Investment Management (AIM) program. This program provided him with hands-on academic and financial analysis experience, involving various roles in managing domestic and international equity and fixed-income portfolios.

Before joining Heck Capital, Bassel worked as an Equity Research Associate at an advisory firm, covering CleanTech and Industrials. His coverage included 24 individual stocks across sectors such as oil and gas, solar/renewable energy, transportation, electric vehicles, and recyclable materials. He has successfully passed the Series 7, 63, and 87 licenses.

At Heck Capital, Bassel’s primary responsibilities include providing detailed reporting, research, due diligence, and in-depth analytics to advisors and consultants who serve high-net-worth individuals, corporations, foundations, endowments, and defined contribution and benefit plans. He takes great satisfaction in his role, offering clients comprehensive analysis on a broad range of market and economic topics.

Bassel resides in Franklin, WI, and enjoys spending time with family and friends, traveling, sailing, and golfing. He is also active in volunteering for non-profits, helping to raise funds and organize events.