Matthew J. Schulz

 Matthew Schulz joined Heck Capital Advisors in 2024 as an Investment Analyst at the Associate Director level. Matt provides investment advice to institutional and corporate clients, and assists in the various Heck Capital portfolio management and institutional investment strategies. Matt graduated from Marquette University with a Bachelor of Science degree in Business Administration, with majors in finance and accounting. Matt earned his Master of Business Administration from Washington University, Olin Business School with emphasis in Finance and Strategy. He earned his Chartered Financial Analyst® (CFA®) charter and has passed the Series 7, 63, and 65 securities licenses. Prior to joining Heck Capital, Matt started his career at Northwestern Mutual as an financial representative. He later served as a regional director for Wells Fargo Asset Management, before joining a global investment firm where he was the director of consultant relations. Most recently, Matt was the vice president of business development at a hedge fund/global investment firm. Matt’s primary responsibilities include working with institutional and consulting relationships, providing investment advice, conducting investment research and analysis and helping in monitoring and analytics for investment strategies. Matt also serves as a member of Heck Capital’s Investment Committee, Investment Advisory/All-Advisor Committee, and is a member of our Research team. He is active in serving his local community as a volunteer for the Sussex Hamilton School District and for Girl Scouts, and supports the Milwaukee County Zoo and Children’s Wisconsin. Matt and his wife reside in Sussex, WI with their two daughters.