Heidi Goertzen

Portfolio Manager/ Financial Planner at Becker Capital Management, Inc - Portland, Oregon, US

Heidi Goertzen's Colleagues at Becker Capital Management, Inc
Tyler Kaluza

Portfolio Manager

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M. Mack

Business Development at Becker Capital Management

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Andy Murray

Portfolio Manager

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Patrick Becker

President

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Lori Dahl

Operations

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Meaghan Bradley

Marketing Coordinator

Contact Meaghan Bradley

Manisha Thakkar

Client Service Associate, CFA

Contact Manisha Thakkar

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Heidi Goertzen's Contact Details
Email (Verified)
***@beckercap.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(503) 223-1720
Location
Portland, Oregon
Company
Becker Capital Management, Inc
Heidi Goertzen's Company Details
Becker Capital Management, Inc logo, Becker Capital Management, Inc contact details

Becker Capital Management, Inc

Portland, Oregon, US • 38 Employees
Investment Bank/Securities Brokerage

Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions. The firm employs 37 individuals from offices in Portland, Oregon; Bend, Oregon; and Seattle, Washington and manages $4.8 billion* in assets. Our personal service, experienced guidance and customized portfolio investment approach have helped our clients, their children and even their grandchildren achieve their personal goals. Visit our website at www.beckercap.com to learn more. *As of June 30, 2024

Wealth Manaegment Investment management services for institutional clients; corporate public fund foundation endowments Wealth Planning Institutional Investment Management Non-profit Investment Management Customized Investment Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Becker Capital Management, Inc
Frequently Asked Questions about Heidi Goertzen
Heidi Goertzen currently works for Becker Capital Management, Inc.
Heidi Goertzen's role at Becker Capital Management, Inc is Portfolio Manager/ Financial Planner.
Heidi Goertzen's email address is ***@beckercap.com. To view Heidi Goertzen's full email address, please signup to ConnectPlex.
Heidi Goertzen works in the Investment Bank/Securities Brokerage industry.
Heidi Goertzen's colleagues at Becker Capital Management, Inc are Tyler Kaluza, M. Mack, Andy Murray, Patrick Becker, Lori Dahl, Meaghan Bradley, Manisha Thakkar and others.
Heidi Goertzen's phone number is (503) 223-1720
See more information about Heidi Goertzen