Heidi Goertzen

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

Heidi Goertzen's Colleagues at Becker Capital Management
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
Heidi Goertzen's Company Details
Becker Capital Management logo, Becker Capital Management contact details

Becker Capital Management

Portland, OR, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Grounded in client-focused values fostered over four decades, Becker Capital Management provides a range of investment management services for individuals, families, institutions and non-profit organizations. With offices in Portland, Bend and Seattle, today BCM employs 30 individuals and manages $4 billion in assets. As a boutique firm, our personal service, experienced guidance and customized investment approach has helped Becker Capital to become one of the largest independent firms in the Pacific Northwest. Visit our website at www.beckercap.com to learn more.

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
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Frequently Asked Questions about Heidi Goertzen
Heidi Goertzen currently works for Becker Capital Management.
Heidi Goertzen's role at Becker Capital Management 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 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